Alvarium Tiedemann Holdings Inc. Strategic Asset Allocation Index

Latest as of September 2025: 17.2%

Alvarium Tiedemann Holdings Inc. strategic asset allocation index. Alvarium Tiedemann Holdings Inc. (ALTI) has a Strategic Asset Allocation Index of 17.2% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $152.39 Million) total $152.39 Million, measured against net assets of $883.83 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Alvarium Tiedemann Holdings Inc. (ALTI) net asset quality to measure how much of total assets are equity-financed.

SAAI

17.2%
Strategic Assets / Net Assets

Strategic Assets

$152.39 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$883.83 Million
USD

Strategic Asset Allocation Index of Alvarium Tiedemann Holdings Inc. (2019–2024)

Strategic asset allocation index of Alvarium Tiedemann Holdings Inc. from 2019 to 2024. This chart shows how Alvarium Tiedemann Holdings Inc.'s Strategic Asset Allocation Index has evolved across 6 annual periods from 2019 to 2024. As of September 2025, the index stands at 17.2%, representing strategic assets of $152.39 Million against net assets of $883.83 Million USD. Check ALTI intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.

Alvarium Tiedemann Holdings Inc. Strategic Asset Allocation Index by Year (2019–2024)

Alvarium Tiedemann Holdings Inc. strategic asset allocation index by year from 2019 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Alvarium Tiedemann Holdings Inc. from 2019 to 2024, covering 6 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market value of Alvarium Tiedemann Holdings Inc..

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 18.2% $176.19 Million $- $176.19 Million $970.20 Million ▼ -4.9 pp
2023 23.0% $180.09 Million $- $180.09 Million $782.49 Million ▼ -19.7 pp
2022 42.7% $7.63 Million $- $7.63 Million $17.85 Million ▲ +23.3 pp
2021 19.5% $14.80 Million $- $14.80 Million $75.99 Million ▲ +5.2 pp
2020 14.3% $12.15 Million $- $12.15 Million $85.02 Million ▼ -0.1 pp
2019 14.4% $12.02 Million $- $12.02 Million $83.45 Million —
pp = percentage points