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

ALTI Institutional / Fiduciary Management

Institutional / Fiduciary Management

ALTI Innovative Product

Innovative Product

ALTI Large Cap GP and LP Sourcing

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

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Press Release: ALTI Launches New Fund Offering Individual Investors Exclusive Access to PE Deals

Sept 20 2023

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Demystifying Private Asset Fund Structures

May 16 2023

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blog-Invest-Alternatives
You Don’t Need to be Yale to Invest in Alternatives

Mar 16 2023

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News

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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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