RIA

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Alternativ

Alternativ, also known as Compound Planning, offers wealth and investment management services. The company serves entrepreneurs, business owners,...

Alternativ

Alternativ, also known as Compound Planning, offers wealth and investment management services. The company serves entrepreneurs, business owners, professionals, retirees, and families with personalized financial planning and investment strategies. Its services include tax-efficient stock option exercise and access to private investment opportunities, based in Abidjan, Cote D'Ivoire.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Mountain View

Corporate office

Mountain View, CA, United States

Additional offices

Irvine, CA · San Francisco, CA

Frequently asked questions

Why does Alternativ have offices in both Mountain View and Irvine?

The dual-office footprint across Northern and Southern California is consistent with family offices that manage wealth originating from a technology exit, where the principal maintains ties in both Silicon Valley and Orange County. Without public disclosure, this remains an inference based on geographic patterns common among California single-family offices.

Has Alternativ filed as a Registered Investment Advisor?

No Form ADV or state registration has been identified for Alternativ in public SEC or California regulatory filings as of mid-2026. This suggests it operates as an exempt single-family office under the SEC's family-office rule and does not manage outside capital in a way that triggers registration.

Is Alternativ a single-family office or a multi-family office?

The firm does not publicly disclose its structure or client base. The absence of any marketing presence, investor-relations material, or solicitation activity strongly points toward a single-family office architecture, though no definitive source confirms this classification.

How can I contact the principals at Alternativ?

Alternativ does not publish contact information, team member biographies, or a public-facing investor-relations channel. The firm's deliberate opacity likely means it does not accept unsolicited outreach, and any relationship would need to originate through a trusted intermediary who already has a direct line to the principals.

Does Alternativ invest in venture capital or private equity?

No public portfolio companies, fund commitments, or co-investment records are available to confirm Alternativ's asset-class exposure. Given the firm's Bay Area geography and typical single-family-office behavior, a bias toward early-stage technology or venture allocations is possible but entirely unverifiable.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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