Expanding access to institutional private equity
Get Early AccessThe 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:
Access
Private Market Investment Opportunities
Returns
Private Market Investments Have Historically Outperformed Public Markets
Expert Management
Investment Managers with Decades of Experience
Diversification
Entry into Investments in a Non-Correlated Asset Class
Team
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.
News
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.
News
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.”