Alti LLC
CRD 298935SEC# 801-118028New York, NY
No longer SEC-registered. Alti LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$101K
Employees
3
Accounts
1
Location
New York, NY
Alti LLC assets under management
Alti LLC is a registered investment adviser overseen by the SEC based in New York, NY. It reports $100,817 in regulatory assets under management and employs 3 people.
Alti LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynthia Marie Aragon | Cco | 5-10% | 2022 |
| Joseph Park Bonvouloir Control | Member And Ceo | 50-75% | 2020 |
| Sheryl Schwartz Control | Chief Investment Officer | 10-25% | 2020 |
Frequently asked questions
How much does Alti LLC manage?
Alti LLC reports $100,817 in regulatory assets under management on its Form ADV.
How many employees does Alti LLC have?
Alti LLC reports 3 employees.
Where is Alti LLC located?
Alti LLC is based in New York, NY.
Does Alti LLC disclose fund performance?
Alti LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 East 40th Street, Suite 803, New York, NY 10016 |
| Office hours | 8:00-5:00 |
| Discloses disciplinary history | No |
Regulatory AUM
$101KNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$101Kregulatory AUM
Discretionary $101K