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| Date | Value |
|---|---|
| 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 |