# EDGAR Filing Document

**Accession Number:** 0001838615
**File Stem:** 0001493152-26-013883
**Filing Date:** 2026-3
**Character Count:** 19962
**Document Hash:** 305c848ff87b8119568de3ffe06f8f83
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001493152-26-013883.hdr.sgml**: 20260331

**ACCESSION NUMBER**: 0001493152-26-013883

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13D/A

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20260331

**DATE AS OF CHANGE**: 20260331

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AlTi Global, Inc.
- **CENTRAL INDEX KEY:** 0001838615
- **STANDARD INDUSTRIAL CLASSIFICATION:** INVESTMENT ADVICE [6282]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-92565
- **FILM NUMBER:** 26817979

**BUSINESS ADDRESS:**
- **STREET 1:** 22 VANDERBILT
- **STREET 2:** 27TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 212-461-6363

**MAIL ADDRESS:**
- **STREET 1:** 22 VANDERBILT
- **STREET 2:** 27TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Alvarium Tiedemann Holdings, Inc.
- **DATE OF NAME CHANGE:** 20230104

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Cartesian Growth Corp
- **DATE OF NAME CHANGE:** 20201231
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Tiedemann Michael
- **CENTRAL INDEX KEY:** 0001958484

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A

**MAIL ADDRESS:**
- **STREET 1:** C/O ALVARIUM TIEDEMANN HOLDINGS, INC.
- **STREET 2:** 520 MADISON AVENUE, 26TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13D

### Under the Securities Exchange Act of 1934

**(Amendment No. 1)**

**AlTi Global, Inc.**

*(Name of Issuer)*

**Class A Common Stock, par value $0.0001 per share**

*(Title of Class of Securities)*

**—**

*(CUSIP Number)*

**Michael Tiedemann**<br>200 Bellevue Pkwy<br>Suite 525<br>Wilmington DE 19809<br>(302) 656-5644

*(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)*

**03/30/2026**

*(Date of Event Which Requires Filing of this Statement)*

| **CUSIP No.** | **—** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Tiedemann Michael** | Name of reporting person<br>**Tiedemann Michael** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**X1** | Citizenship or place of organization<br>**X1** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**5625547.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**5468918.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**5625547.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**5468918.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**11094465.00** | Aggregate amount beneficially owned by each reporting person<br>**11094465.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**9.8%** | Percent of class represented by amount in Row (11)<br>**9.8%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IN** | Type of Reporting Person (See Instructions)<br>**IN** | |

---

| **CUSIP No.** | **—** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Michael Glenn Tiedemann 2012 Delaware Trust** | Name of reporting person<br>**Michael Glenn Tiedemann 2012 Delaware Trust** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**2563429.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**2563429.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**2563429.00** | Aggregate amount beneficially owned by each reporting person<br>**2563429.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**2.4%** | Percent of class represented by amount in Row (11)<br>**2.4%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**OO** | Type of Reporting Person (See Instructions)<br>**OO** | |

---

**Comment for Reporting Person:** Trust

| **CUSIP No.** | **—** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**CHT Family Trust Article 3rd fbo Michael G. Tiedemann** | Name of reporting person<br>**CHT Family Trust Article 3rd fbo Michael G. Tiedemann** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**1168073.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**1168073.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**1168073.00** | Aggregate amount beneficially owned by each reporting person<br>**1168073.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**1.1%** | Percent of class represented by amount in Row (11)<br>**1.1%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**OO** | Type of Reporting Person (See Instructions)<br>**OO** | |

---

**Comment for Reporting Person:** Trust

| **CUSIP No.** | **—** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Chauncey Close, LLC** | Name of reporting person<br>**Chauncey Close, LLC** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**OO** | Source of funds (See Instructions)<br>**OO** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**1737416.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**1737416.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**1737416.00** | Aggregate amount beneficially owned by each reporting person<br>**1737416.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**1.7%** | Percent of class represented by amount in Row (11)<br>**1.7%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**OO** | Type of Reporting Person (See Instructions)<br>**OO** | |

---

**Comment for Reporting Person:** Limited Liability Company

**Item 1. Security and Issuer**

**(a) Title of Class of Securities:**
Class A Common Stock, par value $0.0001 per share

**(b) Name of Issuer:**
AlTi Global, Inc.

**(c) Address of Issuer's Principal Executive Offices:**
22 Vanderbilt Avenue, 27th Floor, New York, NY, 10017

This Amendment No. 1 to Schedule 13D ("Amendment No. 1") amends and supplements the Schedule 13D filed with the United States Securities and Exchange Commission on January 13, 2023 (as amended to date, the "Schedule 13D"), relating to the Class A Common Stock, par value $0.0001 per share (the "Class A Common Stock"), of AlTi Global, Inc. (formerly Alvarium Tiedemann Holdings, Inc.), a Delaware corporation (the "Issuer"). Capitalized terms used herein without definition shall have the meaning set forth in the Schedule 13D.

**Item 4. Purpose of Transaction**

On March 30, 2026, the Board of Directors of the Company and Mr. Tiedemann agreed that Mr. Tiedemann would step down as Chief Executive Officer of the Issuer, effective March 30, 2026.  In connection with his departure as Chief Executive Officer, effective March 30, 2026, Mr. Tiedemann resigned from the Board of Directors of the Issuer.

Mr. Tiedemann and the other Reporting Persons have discussed and explored, and expect to continue to discuss and explore, various potential alternatives with respect to their investments in the Issuer. In connection with these discussions and in light of the Issuer's announcement, dated December 9, 2025, that it is considering its strategic alternatives, the Reporting Persons have advised the Issuer that the Reporting Persons intend to explore on a confidential basis, and may submit to the Issuer for its consideration, one or more proposals for extraordinary corporate transactions involving the Issuer, which could result in the acquisition of all or substantially all of the Class A Common Stock of the Issuer by the Reporting Persons, their affiliates and certain third-party investors, and which could lead to a de-listing and de-registration of the Class A Common Stock.

The Reporting Persons may, at the same time or subsequently, explore a range of potential strategic alternatives involving the Issuer and its securities, including extraordinary corporate transactions such as sales or acquisitions of shares, assets or businesses by the Issuer, including sales to affiliates of the Reporting Persons; engaging with third parties to pursue other strategic transactions, including, but not limited to, a transaction that leads to a de-listing and de-registration of the Class A Common Stock; or other business combination transactions such as a merger, reorganization, or other material transaction. There can be no guarantee that the Reporting Persons will make any such proposal, and if any such proposal is made, the Reporting Persons can provide no assurances that they will successfully consummate any proposed transaction.

The Reporting Persons intend to engage in communications, discussions and negotiations, from time to time as may be appropriate, with the Board of Directors, and their legal, financial, accounting and other advisors; potential partners, equity investors, debt financing sources and other counterparties in any potential transaction; current or prospective securityholders of the Issuer; and other relevant parties, regarding the various alternatives that may from time to time be under consideration by the Reporting Persons and/or their affiliates. To facilitate their consideration of such matters, the Reporting Persons have retained, and may in the future retain, consultants and advisors, and may enter into discussions with potential sources of capital and other third parties. The Reporting Persons may exchange information with any such persons pursuant to appropriate confidentiality or similar obligations or agreements.

Subject to the more specific matters addressed above, the Reporting Persons intend to review their investments in the Issuer on a continuing basis. Any actions the Reporting Persons might undertake will be dependent upon the Reporting Persons' review of numerous factors, including, but not limited to: an ongoing evaluation of the Issuer's management, business, financial condition, operations and prospects; price levels of the Issuer's securities; general market, industry and economic conditions; the relative attractiveness of alternative business and investment opportunities; and other future developments.

The Reporting Persons may, at any time and from time to time, acquire additional securities of the Issuer or retain or sell all or a portion of the securities then held, in the open market or in privately negotiated transactions. The Reporting Persons may also enter into financial instruments or other agreements with institutional or other counterparties that would increase or decrease the Reporting Persons' economic exposure with respect to their investment in the Issuer, which instruments or agreements may or may not affect the Reporting Persons' beneficial ownership in securities of the Issuer. In addition, the Reporting Persons may engage in the transfer of shares to various entities controlled by them for estate planning purposes.

Other than as described above, none of the Reporting Persons currently have any plans or proposals that relate to, or would result in, any of the matters listed in Items 4(a)-(j) of Schedule 13D, although, depending on the factors discussed herein, the Reporting Persons may change their purpose or formulate different plans or proposals with respect thereto at any time.

**Item 5. Interest in Securities of the Issuer**

**(a)**
The ownership information presented herein represents beneficial ownership of Class A Common Stock as of the date hereof, based on 102,464,812 shares of Class A Common Stock outstanding as of November 7, 2025, as disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the SEC on November 13, 2025. The ownership information assumes the conversion of the Class B common stock, par value $0.0001 per share ("Class B Common Stock") of the Issuer into shares of Class A Common Stock on a one-to-one basis.

Mr. Tiedemann is the beneficial owner of 11,094,465.36 shares of Class A Common Stock, which consists of (i) 710,351.36 shares of Class A Common Stock held by Mr. Tiedemann; (ii) 63,326 shares of Class A Common Stock held by MGT 2012 DE Trust; (iii) 30,954 shares of Class A Common Stock held by CHT Family Trust; (iv) 42,918 shares of Class A Common Stock held by Chauncey Close; (v) 4,915,196 shares of Class A Common Stock underlying shares of Class B Common Stock held by Mr. Tiedemann; (vi) 2,500,103 shares of Class A Common Stock underlying shares of Class B Common Stock held by MGT 2012 DE Trust; (vii) 1,137,119 shares of Class A Common Stock underlying shares of Class B Common Stock held by CHT Family Trust; and (viii) 1,694,498 shares of Class A Common Stock underlying shares of Class B Common Stock held by Chauncey Close.

Mr. Tiedemann, MGT 2012 DE Trust, CHT Family Trust and Chauncey Close are the beneficial owners of approximately 9.8%, 2.4%, 1.1% and 1.7% of the outstanding shares of Class A Common Stock, respectively.

Mr. Tiedemann serves as the investment advisor to each of MGT 2012 DE Trust and CHT Family Trust, and is the managing member of Chauncey Close. As such, Mr. Tiedemann may be deemed to share beneficial ownership of the securities held by each of MGT 2012 DE Trust, CHT Family Trust and Chauncey Close.

**(b)**
Michael Tiedemann
- Sole Voting Power: 5,625,547.36
- Shared Voting Power: 5,468,918
- Sole Dispositive Power: 5,625,547.36
- Shared Dispositive Power: 5,468,918

MGT 2012 DE Trust
- Sole Voting Power: 0
- Shared Voting Power: 2,563,429
- Sole Dispositive Power: 0
- Shared Dispositive Power: 2,563,429

CHT Family Trust
- Sole Voting Power: 0
- Shared Voting Power: 1,168,073
- Sole Dispositive Power: 0
- Shared Dispositive Power: 1,168,073

Chauncey Close
- Sole Voting Power: 0
- Shared Voting Power: 1,737,416
- Sole Dispositive Power: 0
- Shared Dispositive Power: 1,737,416

**(c)**
The Reporting Persons have not effected any transactions in the Class A Common Stock during the past 60 days other than on February 15, 2026, 169,207.87 restricted stock units held by Mr. Tiedemann vested and converted into shares of Class A Common Stock.

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Reporting Person:** Tiedemann Michael

**Signature:** /s/ Michael Tiedemann

**Name/Title:** Michael Tiedemann

**Date:** 03/31/2026

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Reporting Person:** Michael Glenn Tiedemann 2012 Delaware Trust

**Signature:** Tiedemann Trust Company, as trustee, By: /s/ Hayes A. Roberts

**Name/Title:** Hayes A. Roberts, Managing Director

**Date:** 03/31/2026

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Reporting Person:** CHT Family Trust Article 3rd fbo Michael G. Tiedemann

**Signature:** /s/ Michael Tiedemann

**Name/Title:** Michael Tiedemann, Special Investment Trustee

**Date:** 03/31/2026

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Reporting Person:** Chauncey Close, LLC

**Signature:** /s/ Michael Tiedemann

**Name/Title:** Michael Tiedemann, Managing Member

**Date:** 03/31/2026