# Roundview Capital Family Office

Roundview Capital Family Office is a Multi Family Office based in Princeton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Princeton, United States
- **Region:** North America
- **Address:** Princeton, NJ, United States
- **Founded:** 1992
- **Assets under management:** 1880 (Altss estimate)
- **Website:** roundviewcapital.com
- **LinkedIn:** https://www.linkedin.com/company/roundview-capital-llc

## About

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.

## Sectors

- FinTech
- Industrial Tech
- AI/ML

## People

- 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

## 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.

### 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.

## Related profiles

- [Ulysses Management](https://altss.com/profile/ulysses-management)
- [Boston Family Office](https://altss.com/profile/boston-family-office)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/roundview-capital-family-office

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