Compound Planning, Inc.
● SEC registered since 2022CRD 171787SEC# 801-126007New York, NY
Reg. AUM
$4.85B
Employees
119
Accounts
8,708
Location
New York, NY
Compound Planning, Inc. assets under management
Compound Planning, Inc. is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2022. It reports $4.8 billion in regulatory assets under management and employs 119 people.
Compound Planning, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Akinbowale Olumide Adekeye Control | General Counsel | Under 5% | 2026 |
| Alexander Mehdi Farman-Farmaian Control | Chief Executive Officer / Director | Under 5% | 2025 |
| Alternativ, Inc. Control | Managing Member | Over 75% | 2022 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Compound Planning, Inc. manage?
Compound Planning, Inc. reports $4.8 billion in regulatory assets under management on its Form ADV.
How many employees does Compound Planning, Inc. have?
Compound Planning, Inc. reports 119 employees.
Where is Compound Planning, Inc. located?
Compound Planning, Inc. is based in New York, NY and has been SEC-registered since 2022.
Does Compound Planning, Inc. disclose fund performance?
Compound Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$4.85B▲ 247%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$4.85Bregulatory AUM
Discretionary $4.85B