ALTI LLC
CRD #298935 SEC #801-118028 NEW YORK, NY 781-540-1080
SEC Registered
Total AUM
$100.8K
Discretionary
$100.8K
Employees
3
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARAGON, CYNTHIA, MARIE | I | CCO | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CCO | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CCO | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CCO | NA | |
| SWENDIMAN, MATTHEW, ASHLEY | I | CCO | NA | |
| Bonvouloir, Joseph, Park | I | MEMBER AND CEO | E | Control |
| Bonvouloir, Joseph, Park | I | MEMBER AND CEO | E | Control |
| Bonvouloir, Joseph, Park | I | MEMBER AND CEO | E | Control |
| Bonvouloir, Joseph, Park | I | MEMBER AND CEO | E | Control |
| Bonvouloir, Joseph, Park | I | MEMBER AND CEO | E | Control |
| Bonvouloir, Joseph, Park | I | MEMBER AND CEO | D | Control |
| Bonvouloir, Joseph, Park | I | MEMBER AND CEO | D | Control |
| Bonvouloir, Joseph, Park | I | MEMBER AND CEO | D | Control |
| SCHWARTZ, SHERYL | I | CHIEF INVESTMENT OFFICER | B | Control |
| SCHWARTZ, SHERYL | I | CHIEF INVESTMENT OFFICER | B | Control |
| SCHWARTZ, SHERYL | I | CHIEF INVESTMENT OFFICER | B | Control |
| ARAGON, CYNTHIA, MARIE | I | CCO | A | |
| ARAGON, CYNTHIA, MARIE | I | CCO | A | |
| ARAGON, CYNTHIA, MARIE | I | CCO | A |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
NY
Address
110 EAST 40TH STREETSUITE 803
NEW YORK, NY 10016
United States
Phone: 781-540-1080