Multi-Family OfficeRIA · CRD 148083SEC-Registered

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Roundview Capital Family Office

Roundview Capital Family Office traces its roots to 1992 when Howard T. Alter and Stephen K. Shueh established the firm from the predecessor Alter Asset...

Roundview Capital Family Office logo

Roundview Capital Family Office

Roundview Capital Family Office traces its roots to 1992 when Howard T. Alter and Stephen K. Shueh established the firm from the predecessor Alter Asset Management. The multi-family office structure serves high-net-worth families, foundations and select institutions with integrated investment management and planning services. The firm allocates across private equity, real estate, private credit, hedge funds and direct co-investments or SPVs. Early-stage and Series A commitments appear in FinTech, Industrial Tech and AI/ML. Geographic reach spans North America, Europe, Asia, the Middle East, Africa, South America and Oceania. Direct real-estate holdings include mixed-use assets in the United States. The operating team comprises four named partners and principals. Stephen K. Shueh also serves as a director of The Bank of Princeton. Additional vehicles include The Alter Family Foundation, the Princeton Public Library Endowment and the United Way of Greater Mercer County Endowment. No dated operational events from the last 24 months appear in available records. Roundview maintains a hybrid model that originated inside an asset-management predecessor and now operates as an independent multi-family office. This structure allows direct participation in both fund commitments and co-investments while retaining control over philanthropic and real-asset mandates.

General information

Firm type

Multi Family Office

Year founded

1992

AUM

1880 (Altss estimate)

Location

Region

North America

Country

United States

City

Princeton

Corporate office

Princeton, NJ, United States

Principals

Howard T. Alter

Co-founder and Managing Partner

Stephen K. Shueh

Co-founder and Managing Partner

Andrew S. Lieu

Principal and Partner

Matthew D. Wallack

Chief Investment Officer

Sector focus

FinTechIndustrial TechAI/ML

Frequently asked questions

Who runs investment decisions at Roundview Capital Family Office?

Howard T. Alter and Stephen K. Shueh serve as co-founders and managing partners. Matthew D. Wallack holds the chief investment officer title.

How does Roundview Capital Family Office source proprietary deal flow?

The firm draws on relationships formed through its predecessor Alter Asset Management and through principal affiliations such as The Bank of Princeton.

Is Roundview Capital Family Office structured as a single family office or does it operate more like a venture firm?

It operates as a multi-family office that accepts capital from multiple high-net-worth families, foundations and institutions.

Does Roundview Capital Family Office participate in fund commitments or only direct deals?

The firm uses both fund commitments and direct co-investments or SPVs.

What investment stages does Roundview Capital Family Office typically target?

Confirmed stages include early stage and Series A.

Where does the underlying wealth come from?

The firm originated from Alter Asset Management and now stewards multigenerational wealth for external families and institutions.

Does Roundview Capital Family Office maintain philanthropic structures, and how are they separated?

Separate vehicles include The Alter Family Foundation, the Princeton Public Library Endowment and the United Way of Greater Mercer County Endowment.

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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