ALTI LLC

NEW YORK, NY · CRD 298935 · IAPD ↗ · 781-540-1080

$100,817Regulatory AUM

1Advisory reps

3Employees

0Clients

0Planning clients

0Private funds

0States

0Disclosures

institutionalSegment

ApprovedSEC status

Filing changes

April 2026 — ALTI LLC (NEW YORK, NY) left the SEC roster (was $100,817 RAUM, 1 reps).

Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.

Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.