ADDED
Shares beneficially owned by each executive officer, director, and holder of more than 10% of shares have been excluded in that such persons may be deemed to be affiliates.
The registrant had outstanding 107,438,077 shares of Class A Common Stock and 43,235,073 shares of Class B Common Stock (as defined herein) as of March 31, 2026.
Administrators means Matthew Mawhinney and David Soden, employees of Teneo.
Externally-Managed Funds means mutual funds, exchange traded funds, hedge funds, private equity, real estate or other funds managed by a third party.
International Real Estate means the segment, prior to disposal, that included the Company s public and private real estate, and co-investment business.
Series A Preferred Stock means the Series A Cumulative Convertible Preferred Stock, $0.0001 par value, of the Company.
Series C Preferred Stock means the Series C Cumulative Convertible Preferred Stock, $0.0001 par value, of the Company.
Wealth Capital Solutions means the segment, prior to the disposal of the International Real Estate segment, that consisted of the Company s investment management and advisory services, trusts and administrative services, family office services, and the Company s alternatives platform.
BUSINESS General AN INTRODUCTION TO ALTI AlTi is a global wealth and investment partner to families, foundations and institutions, helping clients activate capital with clarity, bring structure to complexity, and plan with purpose across borders and generations.
AlTi combines the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.
REMOVED
The registrant had outstanding 96,100,040 shares of Class A Common Stock and 46,138,876 shares of Class B Common Stock (as defined herein) as of March 14, 2025.
Cayman Islands Companies Act means the Cayman Islands Companies Act (as revised) of the Cayman Islands, as the same may be amended from time to time.
Domestication means the continuation of Cartesian by way of domestication into a Delaware corporation, with the ordinary shares of Cartesian becoming shares of common stock of the Delaware corporation under the applicable provisions of the Cayman Islands Companies Act and the DGCL; the term includes all matters and necessary or ancillary changes in order to effect such Domestication, including the adoption of the Company s certificate of incorporation consistent with the DGCL and changing the name and registered office of Cartesian.
International Real Estate means the segment that includes the Company s public and private real estate, and co-investment business.
Managed Funds means mutual funds, exchange traded funds, hedge funds, private equity, real estate or other funds.
PIPE Investors means the subscribers that agreed to purchase shares of Class A Common Stock at the Closing pursuant to the private placements, including without limitation, as reflected in the subscription agreements between Cartesian and each of the PIPE Investors.
Wealth Capital Solutions means the segment that consists of the Company s investment management and advisory services, trusts and administrative services, family office services, and the Company s alternatives platform.
BUSINESS General AN INTRODUCTION TO ALTI AlTi is a leading independent global wealth manager providing entrepreneurs, multi-generational families, institutions, and emerging next-generation leaders with fiduciary capabilities as well as alternative investment strategies and advisory services.
AlTi s comprehensive offering is underscored by a commitment to impact or values-aligned investing.
We manage or advise approximately $75.7 billion in combined assets as of December 31, 2024.