Powerful & Comprehensive Platform
The ALTI platform combines product innovation and institutional private equity management with strong institutional sourcing relationships to deliver private equity to individuals
Institutional / Fiduciary Management
Innovative Product
Large CapGP and LP Sourcing
$1.3B
Invested in Co-Investments
110
Co-Investments
50
Co-Investment GPs
Prior to Co-Founding ALTI, our Chief Investment Officer and supporting Investment Committee have decades of experience in direct co-investments and creating private equity programs for some of the largest institutional investors in the country.
Our Mission
ALTI’s mission is to create a more inclusive and equitable financial system. We grew out of a simple belief: the most compelling investment opportunities should be made available to a wider audience. We are committed to breaking down the barriers that have traditionally prevented individuals from accessing high-quality private equity investments.
Led by professionals with decades of experience from private equity’s largest institutions
Joseph Bonvouloir
CEO & Co-Founder
- Goldman Sachs Principal Funding
- Morgan Stanley Investment Banking
- Kairos Society
Sheryl Schwartz
CIO & Co-Founder
- $16B track record
- TIAA-CREF's Alt Investment Group
- Caspian (Flexstone)
Cynthia Aragon
CCO & In House Counsel
- Altegris
- Crabel Capital Management
- FATTOC
We are primarily backed by Pacific Current Group, a publicly traded, multi-boutique asset management investor. We are also backed by senior executives in the private equity, financial technology, legal, and financial services industries.
Partnerships
Thought Leadership
Press Release: ALTI Launches New Fund Offering Individual Investors Exclusive Access to PE Deals
Sept 20 2023
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News
ALTI IN THE NEWS
Firm Co-Led by TIAA Alum Preps First Offering for Accredited Investors
August 30 2023
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ALTI IN THE NEWS
Alt Shop to Open Fund to Accredited Investors with $25K Minimum
September 6 2023
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ALTI IN THE NEWS
ALTI Financial’s Sheryl Schwartz Named to the 2023 Most Influential Women in Mid-Market M&A
February 27 2023
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