Roundview Capital Family Office
Roundview Capital Family Office is a multi-family office headquartered in Princeton, United States.

Roundview Capital Family Office
Roundview Capital Family Office is a multi-family office headquartered in Princeton, United States. Founded in 1992, the firm originated from Alter Asset Management and focuses on discretionary investment management, holistic financial planning and family office services for high-net-worth families, foundations and select institutions. Led by co-founders Howard T. Alter and Stephen K. Shueh, it aligns fiduciary advice with long-term objectives to steward and grow multigenerational wealth.
General information
Firm type
Multi Family Office
Year founded
1992
AUM
—
Location
Region
North America
Country
—
City
Princeton
Corporate office
182 Nassau St., Suite 201 Princeton, NJ 08542
Frequently asked questions
What is Roundview Capital Family Office?
Roundview Capital Family Office is a multi family office headquartered in Princeton.
When was Roundview Capital Family Office founded?
Roundview Capital Family Office was founded in 1992.
Where is Roundview Capital Family Office headquartered?
Roundview Capital Family Office is headquartered in Princeton, in the North America region.
What does Altss track for Roundview Capital Family Office?
Altss maintains an OSINT-verified profile of Roundview Capital Family Office 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 Roundview Capital Family Office's website?
Roundview Capital Family Office's public website is roundviewcapital.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Roundview Capital Family Office?
Roundview Capital Family Office is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Roundview Capital Family Office?
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 Roundview Capital Family Office?
Roundview Capital Family Office'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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