---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-24-023533"
form_type: "8-K"
ticker: "ALTI"
cik: "0001838615"
company_name: "AlTi Global, Inc."
filed_at: "2024-05-15T23:59:59+00:00"
generated_at: "2026-06-01T23:31:57.901494+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# AlTi Global closes additional $35M investment from Constellation Wealth Capital

## Summary
- CWC invested $35M, bringing total to $150M of planned $450M strategic investment from Allianz X and CWC.
- AlTi issued 35,000 Series C Convertible Preferred shares at $1,000 each and warrants for 466,667 common shares.
- Company manages over $70B in combined assets as of the press release date.
- Investment supports AlTi's growth as independent wealth and alternatives manager.

## SEC filing metadata
- accession: 0001628280-24-023533
- form_type: 8-K
- ticker: ALTI
- cik: 0001838615
- company_name: AlTi Global, Inc.
- filed_at: 2024-05-15T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 1.01, 3.02, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1838615/000162828024023533/0001628280-24-023533-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1838615/000162828024023533/alti-20240515.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-24-023533
- JSON: https://secwatch.observer/filing/0001628280-24-023533.json
- Plain text: https://secwatch.observer/filing/0001628280-24-023533.txt

## Key facts
- Material Agreements
  AlTi Global, Inc. entered into Constellation Investment Agreement with CWC AlTi Investor LLC, an affiliate of Constellation Wealth Capital, LLC (effective 2024-02-22).
  - Action: entry
  - Agreement: equity purchase
  - Counterparty: CWC AlTi Investor LLC, an affiliate of Constellation Wealth Capital, LLC
  - Effective: 2024-02-22
  source text: on March 27, 2024 the Company sold to CWC AlTi Investor LLC, an affiliate of Constellation Wealth Capital, LLC (“ Constellation ”), 115,000 shares of a newly created class of preferred stock designated Series C Cumulative Convertible Preferred Stock (the “ Series C Preferred Stock ”) for a purchase price equal to $115 million
  evidence_url: https://www.sec.gov/Archives/edgar/data/1838615/000162828024023533/0001628280-24-023533-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.