| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Mehdi Farman-Farmaian Control | Co-Chief Executive Officer , Director & Member Of The Board | Under 5% | 2025 |
| Alternativ, Inc. Control | Managing Member | Over 75% | 2022 |
| Christian Gwilym Benedict Haigh Control | Co-Chief Executive Officer , Director & Member Of The Board | Under 5% | 2025 |
Compound Planning, Inc. reports $3 billion in regulatory assets under management on its Form ADV.
Compound Planning, Inc. reports 104 employees.
Compound Planning, Inc. is based in New York, NY and has been SEC-registered since 2022.
Compound Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 115 Broadway, 5th Floor, New York, NY 10006 |
| Phone | 888-533-9364 |
| Fax | 949-270-1724 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $3.03B |
| Non-discretionary | $0 |
| Total (RAUM) | $3.03B |