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Compound Planning
Alex Farman-Farmaian · Investment Advisor · Multi-Strategy
Compound Planning is a digital family office and tech-enabled Registered Investment Advisor (RIA) that provides holistic wealth management for high-net-worth entrepreneurs, professionals, and families. Formed in 2023 through the merger of Alternativ Wealth and Compound, the firm specializes in the complex financial needs of technology sector employees, offering integrated services such as investment management, tax strategy, and equity compensation planning. Headquartered in New York, the institution manages over $4 billion in assets and leverages a proprietary digital platform to deliver personalized financial advice and real-time wealth tracking. The firm is recognized for its modern approach to traditional private wealth management, combining human expertise with advanced technology to help clients navigate liquidity events and diversify wealth efficiently.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +8.3% |
| YTD return | +9.2% |
| Sharpe ratio | -0.66 |
| Win rate | 49% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.compoundplanning.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 17.6% | +28.1% |
| GOOGL | Alphabet Inc Class A | 13.9% | +41.1% |
| NVDA | NVIDIA Corporation | 8.9% | +18.6% |
| MSFT | Microsoft Corporation | 7.3% | +1.7% |
| AVGO | Broadcom Inc | 6.7% | +3.5% |
| AMZN | Amazon.com Inc | 6.1% | +16.0% |
| HOOD | Robinhood Markets Inc | 6.0% | +2.0% |
| META | Meta Platforms Inc. | 4.9% | +6.8% |
| COIN | Coinbase Global Inc | 4.6% | -23.5% |
| ABBV | AbbVie Inc | 3.4% | +7.9% |
| BRK-A | Berkshire Hathaway Inc | 3.3% | +3.9% |
| JPM | JPMorgan Chase & Co | 3.0% | +12.8% |
| TSM | Taiwan Semiconductor Manufacturing | 2.1% | +40.7% |
| MU | Micron Technology Inc | 2.0% | +10.7% |
| FIG | Figma, Inc. | 2.0% | -16.4% |
| JNJ | Johnson & Johnson | 1.9% | +32.9% |
| TSLA | Tesla Inc | 1.7% | -14.0% |
| CAT | Caterpillar Inc | 1.7% | +49.6% |
| MRK | Merck & Company Inc | 1.6% | +16.9% |
| XOM | Exxon Mobil Corp | 1.5% | -4.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | BRK-A | 3.2% → 3.3% |
| Sep 14, 2026 | BUY | JPM | 3.0% → 3.0% |
| Sep 14, 2026 | SELL | ABBV | 3.4% → 3.4% |
| Sep 14, 2026 | BUY | MRK | 1.6% → 1.6% |
| Sep 14, 2026 | BUY | TSLA | 1.6% → 1.7% |
Investment Style Analysis
Compound Planning is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Compound Planning made a significant move by increasing exposure to BRK-A. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Compound Planning’s investment philosophy is rooted in evidence-based, long-term wealth creation with a primary focus on tax efficiency and risk management. The firm prioritizes disciplined asset allocation across a globally diversified set of asset classes, primarily utilizing low-cost index funds and fixed-income instruments. A key differentiator is their expertise in managing concentrated stock positions and equity compensation for tech professionals, where they integrate tax-optimized strategies to preserve and grow wealth. Additionally, they provide qualified clients with access to alternative investments and private opportunities, aiming to build resilient portfolios that can withstand market volatility while avoiding the pitfalls of active market timing or speculative trading.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Compound Planning.
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Frequently asked questions
How is the simulated portfolio for Compound Planning constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Compound Planning's largest holding?
As of the latest filing, Compound Planning's top position is Apple Inc (AAPL), representing 17.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Compound Planning's historical performance and risk profile?
Our simulation indicates a total return of +8.3% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of -0.66, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Compound Planning primarily invest in?
Compound Planning has a strong preference for the Semiconductors sector, which makes up 19.6% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Compound Planning's portfolio concentrated or diversified?
Compound Planning runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Compound Planning performed in 2026?
Our AI-simulated model portfolio for Compound Planning tracks a Year-to-Date (YTD) return of +9.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Alex Farman-Farmaian manage Compound Planning directly?
Yes, Alex Farman-Farmaian serves as the key portfolio manager for Compound Planning, overseeing the investment strategy and final capital allocation decisions.