Growth Metrics

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

AlTi Global recorded quarterly Invested Capital of $633.8 million in Q1 2026, up 5.45% quarter-over-quarter from $601.0 million in Q4 2025, and down 34.85% year-over-year from $972.7 million in Q1 2025.

AlTi Global's Invested Capital history runs 7 years deep, the most recent figure standing at $633.8 million for Q1 2026.

  • In Q1 2026, Invested Capital fell 34.85% year-over-year to $633.8 million; the TTM figure through Mar 2026 stood at $633.8 million (down 34.85% YoY), while the FY2025 annual figure 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.
  • A 5-year average of $785.8 million and a median of $972.7 million in 2025 frame the typical range for Invested Capital.
  • Across the five-year window, Invested Capital soared 5466.24% in 2023 and slumped 48.22% in 2025, its largest moves.
  • AlTi Global's Invested Capital stood at $1.0 billion in 2022, then dropped by 6.37% to $968.9 million in 2023, then rose by 0.13% to $970.2 million in 2024, then tumbled by 38.05% to $601.0 million in 2025, then rose by 5.45% to $633.8 million in 2026.
  • According to Business Quant data, Invested Capital over the past three periods registered $633.8 million, $601.0 million, and $607.8 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 69.22 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 8.37 Bn
3 Kkr 84.94 Bn 132.45 Bn - 30.50 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.59 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 53.75 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 8.75 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.99 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 12.75 Bn
10 AlTi Global 343.42 Mn 567.52 Mn 72.14 Mn 633.76 Mn

Historic Data

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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
Mar 31, 2021 -38.59 Mn
Dec 31, 2020 16,908.00