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Antoine Pierre Piron

Compound Planning, Inc.

New York, NY

San Francisco, CA

CRD 4970422

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Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-31
CO RA APPROVED 2026-08-25
CA RA APPROVED 2026-08-20
NY RA APPROVED 2026-08-20
TX RA APPROVED 2026-08-18
  • FL RA
    APPROVED
    Since 2026-08-31
  • CO RA
    APPROVED
    Since 2026-08-25
  • CA RA
    APPROVED
    Since 2026-08-20
  • NY RA
    APPROVED
    Since 2026-08-20
  • TX RA
    APPROVED
    Since 2026-08-18

Branch Locations

115 Broadway 5Th Floor, New York, NY 10006 • United States

San Francisco, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Osterweis Capital San Francisco CA 07/2013 07/2019
Quasar Distibutors, Llc Milwaukee WI 10/2013 07/2019
Transatlantique Private Wealth Llc San Francisco CA 07/2019 08/2026
Compound Planning, Inc. New York NY 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-06
S63 Uniform Securities Agent State Law Examination 2005-10-26
  • S65 Uniform Investment Adviser Law Examination
    2019-07-06
  • S63 Uniform Securities Agent State Law Examination
    2005-10-26
Other Names
  • Antoine P Piron
  • Antoine P. Piron

View on SEC IAPD

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