IlWaddi Holdings Amends AlTi Global Stake Filing

TL;DR

IlWaddi Holdings updated its AlTi Global filing on 6/21/24, watch this space.

AI Summary

IlWaddi Holdings, through its filing on June 21, 2024, has amended its Schedule 13D/A regarding AlTi Global, Inc. This filing indicates a change in beneficial ownership, with IlWaddi Holdings now listed as the filer. The company was formerly known as ilWaddi Cayman Holdings and changed its name on December 29, 2022.

Why It Matters

This amendment signals a potential shift in control or significant investment strategy for AlTi Global, Inc., as a new entity takes a more prominent reporting role.

Risk Assessment

Risk Level: medium — Changes in beneficial ownership filings can indicate shifts in major shareholder intentions, potentially impacting stock price and corporate strategy.

Key Players & Entities

• IlWaddi Holdings (company) — Filer of the Schedule 13D/A
• AlTi Global, Inc. (company) — Subject company of the filing
• H.E. SHEIKH JASSIM ABDULAZIZ J.H. AL-THANI (person) — Group member mentioned in the filing
• ilWaddi Cayman Holdings (company) — Former name of IlWaddi Holdings

FAQ

Key Financial Figures

• $0.0001 — suer) Class A common stock, par value $0.0001 per share (Title of Class of Securiti

Filing Documents

• d827314dsc13da.htm (SC 13D/A) — 46KB
• 0001193125-24-165682.txt ( ) — 48KB

to the Schedule 13D is amended and supplemented as follows

Item 1 to the Schedule 13D is amended and supplemented as follows: This Amendment No. 1 to the Schedule 13D relates to the Class A common stock, par value $0.0001 per share (the Common Stock ) of AlTi Global, Inc. (the Issuer ), which has its principal executive offices at 520 Madison Avenue, 26 th Floor, New York, New York. Item3. Source and Amount of Funds or Other Consideration

of the Schedule 13D is amended and supplemented as follows

Item 3 of the Schedule 13D is amended and supplemented as follows: The source of funds for the acquisitions of the shares of Common Stock reported on this Amendment No. 1 to the Schedule 13D was the working capital of IlWaddi. Item5. Interest in Securities of the Issuer

of the Schedule 13D is amended and supplemented as follows

Item 5 of the Schedule 13D is amended and supplemented as follows: (a) The information set forth in rows 11 and 13 of the cover pages to this Amendment No. 1 to the Schedule 13D is incorporated by reference. The percentage set forth in row 13 is based on 71,742,444 shares of Common Stock outstanding as of May 10, 2024, as reported by the Issuer in its Form 10-Q filed with the Securities and Exchange Commission on May 10, 2024. (b) The information set forth in rows 7 through 10 of the cover pages to this Amendment No. 1 to the Schedule 13D is incorporated by reference. (c) The transaction information set forth in Schedule A to this Amendment No. 1 to the Schedule 13D is incorporated by reference into this Item 5(c).

SIGNATURES

SIGNATURES 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. Dated: June 21, 2024 ILWADDI HOLDINGS By: /s/ Sheikh Jassim Abdulaziz J.H. Al-Thani Name: Sheikh Jassim Abdulaziz J.H. Al-Thani Title: Director /s/ Sheikh Jassim Abdulaziz J.H. Al-Thani SHEIKH JASSIM ABDULAZIZ J.H. AL-THANI Schedule A The following table sets for the transactions in the Issuers securities effected by the Reporting Persons in the last 60 days. Name Date of Transaction Number of Shares Acquired or Disposed Type of Transaction Price per Share IlWaddi 06/04/2024 20,000 Purchase $ 4.99 IlWaddi 06/05/2024 11,319 Purchase $ 4.74 IlWaddi 06/06/2024 20,000 Purchase $ 4.72

View Full Filing

View this SC 13D/A filing on SEC EDGAR