Expanding access to institutional private equity

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The ALTI Mission

ALTI aims to give individual investors greater access to institutional-quality private equity opportunities. ALTI does this by means of innovative financial structuring and strategic partnerships with leading investment managers.

The ALTI Advantage:


Joseph Bonvouloir

Founder & CEO

Goldman Sachs Principal Funding Group; Morgan Stanley Investment Banking Division; Member of The Kairos Society

Sheryl Schwartz

Chief Investment Officer

Former Managing Director of TIAA-CREF’s Alternative Investment Group; Managing Director at Caspian (Flexstone); $16B track record

Cynthia Aragon

CCO and In-House Legal

Former CCO, Altegris & Altegris KKR Commitments Fund.

Mark Garbin

ALTI Board Member

Lead Independent Director, Carlyle Tactical Private Credit Fund

Stephen Siderow

Senior Advisor

Co-Founder & Former Co-President of BlueMountain Capital (now Assured Investment Management)

Michael Resnick

Senior Advisor

Founder of Tallwoods Partners, a multi-family office; Former Head of Alts at William Harris

Deirdre Bigley

Senior Advisor

Former CMO at Bloomberg, LP; Board of Directors Member at Shutterstock and Wix.com

Jeremy Werden

Marketing & Tech

Co-founder and CTO of three technology-driven startups in fintech, real-estate, and experience spaces

Nicolas Motelay

Senior Advisor

Managing Partner of New End Associates, Former Managing Director at Oaktree

Ryan Feit

Senior Advisor

CEO & Co-Founder of SeedInvest

Recent Activity

ALTI Executive Named to 2022 Most Influential Women in Mid-Market M&A

Mar 1, 2022 | By Mergers & Acquisitions

Mergers & Acquisitions names the 2022 Most Influential Women in Mid-Market M&A, including ALTI Financial’s Sheryl Schwartz.

Sheryl Schwartz Inducted into AIF Institute Inagural Cohort

Feb 24, 2022 | By Business Insider

NEW YORK, Feb. 24, 2022 /PRNewswire/ -- AIF Global, an independent economic think tank with the mission of fostering the exchange of best ideas, practices, and information among institutional investors globally, has announced the AIF Institute Fellows Program. The Fellows Program features global thought leaders in their respective industries as subject matter experts to contribute to the investor education and mission of the AIF Institute and Centers of Excellence.

PAC to Invest in ALTI

Nov 30, 2021 | By Mergers & Acquisitions

Pacific Current Group Limited, a global multi-boutique asset management firm, has entered into an agreement that will allow PAC to make an investment of up to $3 million in ALTI.


SEC Modernizes the Accredited Investor Definition

Aug 26, 2020 | By the ALTI Team

On August 26, 2020, about a year after its initial Concept Release and Request for Comment on revising the Accredited Investor definition, the SEC adopted significant amendments to the definition in order to “effectively identify institutional and individual investors that have the knowledge and expertise to participate in those markets.”

Press Release

Bloomberg CMO Deirdre Bigley Joins ALTI as a Senior Advisor

March 31, 2020 | By the ALTI Team

ALTI’s Executive Team is pleased to announce that Deirdre Bigley, current Chief Marketing Officer at Bloomberg L.P., has joined ALTI as a Senior Advisor.

Our Thoughts

Private Equity: The Final Frontier, Part 2

March 20, 2020 | By Joseph Bonvouloir

“If something’s easy, there will always be plenty of people willing to help solve it. But find a real mess, and there is no one around.” - Stephen Schwarzman, Founder & CEO of The Blackstone Group. Ironically, democratizing private equity has been almost completely free of competition due to a variety of complex problems in delivering such products to individual investors—problems that historically lacked solutions.

Press Release

Tom Selman Joins ALTI as a Senior Advisor

March 11, 2020 | By the ALTI Team

ALTI’s Executive Team is pleased to announce that Tom Selman, Former Executive Vice President for Regulatory Policy and Legal Compliance Officer at FINRA, has joined the firm as a Senior Advisor.

Our Thoughts

Private Equity: The Final Frontier of Investing

January 8, 2020 | By Joseph Bonvouloir

Private Equity for The Masses. It has been a catchphrase used for over a decade among politicians, lawmakers, financial industry executives, and reporters, who have all taken turns speculating about the coming democratization of private market investing. Each report has speculated on the potential impact this could have on the retail investment marketplace, as well as for private equity as an industry.

Press Release

ALTI CEO Discusses Private Equity Access with Industry Leaders at New York Stock Exchange

Aug 26, 2020 | By the ALTI Team

ALTI CEO, Joseph Bonvouloir, spoke alongside alternative investing experts including Artivest’s Clayton Cheek, Pantheon’s Head of Private Wealth, Doug Keller, and Chris Shepherdson of CR Capital Distributors. The panel was moderated by XA Investments Managing Director of Alternative Investments, Kimberly Flynn.

Response to Concept Release

ALTI Responds to SEC Concept Release on Harmonization of Securities Offering

September 27, 2019 | Written By Joseph Bonvouloir

We appreciate this opportunity to comment on the Securities and Exchange Commission’s (“Commission”) Concept Release on Harmonization of Securities Offering Exemptions (the “Release”). The Release includes a request for comment on regulatory restrictions that we believe have had the effect of limiting retail investment in, and access to, private equity investments.

Our Thoughts

The Democratization of Private Equity is Here

August 26, 2019 | By Ron Diamond

Nine months ago, a young entrepreneur named Joseph Bonvouloir traded a lucrative investment banking career to pursue a concept he is passionate about—a growing trend and need that he brought to my attention and I simply could not ignore. Private markets are blowing up, both in terms of quantity of companies, and in market caps of those that are either remaining private or going from public to private. This trend is unlike anything we have ever seen before.


SEC Calls for Comment on the Concept of Investor Accreditation

June 20, 2019 | By the ALTI Team

The US Securities and Exchange Commission issued a concept release on June 18th that reviews the framework for exempt offerings, including several exemptions from registration under the Securities Act of 1933 that affect capital raising. The SEC is seeking the public’s comment on possible ways to “simplify, harmonize, and improve the exempt offering framework to promote capital formation and expand investment opportunities while maintaining appropriate investor protections.”

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