AlTi Global (ALTI) Invested Capital (2020 - 2026)

AlTi Global's (ALTI) quarterly Invested Capital came in at $633.8 million in Q1 2026, down 34.85% year-on-year from $972.7 million in Q1 2025, and up 5.45% quarter-over-quarter from $601.0 million in Q4 2025.

AlTi Global (ALTI) Invested Capital (2020 - 2026) Analysis & Trends

AlTi Global has disclosed Invested Capital across 7 years of filings, most recently posting $633.8 million for Q1 2026.

  • Invested Capital for Q1 2026 came in at $633.8 million, down 34.85% year-over-year; the trailing twelve-month figure through Mar 2026 was $633.8 million (down 34.85% YoY), and the FY2025 annual result was $601.0 million, down 38.05% from the prior year.
  • Invested Capital came in at $633.8 million for Q1 2026 at AlTi Global, up from $601.0 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $1.2 billion in Q2 2023 to a low of -$25.6 million in Q2 2022.
  • The 5-year median for Invested Capital is $972.7 million (2025), against an average of $785.8 million.
  • Across the five-year window, Invested Capital surged 5466.24% in 2023 and tumbled 48.22% in 2025, its largest moves.
  • AlTi Global's Invested Capital stood at $1.0 billion in 2022, then slipped by 6.37% to $968.9 million in 2023, then increased by 0.13% to $970.2 million in 2024, then plunged by 38.05% to $601.0 million in 2025, then increased by 5.45% to $633.8 million in 2026.
  • The last three Invested Capital figures came in at $633.8 million (Q1 2026), $601.0 million (Q4 2025), and $607.8 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 AlTi Global 302.46 Mn 526.56 Mn 72.14 Mn 633.76 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 633.76 Mn
Dec 31, 2025 600.99 Mn
Sep 30, 2025 607.77 Mn
Jun 30, 2025 990.86 Mn
Mar 31, 2025 972.70 Mn
Dec 31, 2024 970.20 Mn
Sep 30, 2024 1.17 Bn
Jun 30, 2024 1.09 Bn
Mar 31, 2024 1.08 Bn
Dec 31, 2023 968.89 Mn
Sep 30, 2023 1.02 Bn
Jun 30, 2023 1.19 Bn
Mar 31, 2023 1.09 Bn
Dec 31, 2022 1.03 Bn
Sep 30, 2022 -18.93 Mn
Jun 30, 2022 -25.60 Mn
Mar 31, 2022 -24.93 Mn
Dec 31, 2021 -34.73 Mn
Sep 30, 2021 -35.22 Mn
Jun 30, 2021 -29.36 Mn