Compound Planning
Compound Planning is a multi-family office headquartered in New York, United States. Founded in 2019 from venture-backed technology founders’ wealth, the firm manages more than $2 billion in assets and integrates comprehensive tax, investment and estate...
Compound Planning
Compound Planning is a multi-family office headquartered in New York, United States. Founded in 2019 from venture-backed technology founders’ wealth, the firm manages more than $2 billion in assets and integrates comprehensive tax, investment and estate planning on a unified digital advisory platform. Its 50-plus advisor team serves entrepreneurs, professionals and retirees nationwide—delivering evergreen growth capital.
General information
Firm type
Multi Family Office
Year founded
2021
AUM
—
Location
Region
North America
Country
—
City
Nashville
Corporate office
3102 West End Avenue, Suite 400, Nashville, TN 37203
Frequently asked questions
What is Compound Planning?
Compound Planning is a multi family office headquartered in Nashville.
When was Compound Planning founded?
Compound Planning was founded in 2021.
Where is Compound Planning headquartered?
Compound Planning is headquartered in Nashville, in the North America region.
What does Altss track for Compound Planning?
Altss maintains an OSINT-verified profile of Compound Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Compound Planning's website?
Compound Planning's public website is www.compoundplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Compound Planning?
Compound Planning is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Compound Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Compound Planning?
Compound Planning's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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