Compound Advisors, LLC

RIASEC RegisteredEst. 2026
Total AUM
$732M
Discretionary
$732M
100% of AUM
Avg account
$48.8M
Accounts
15
Employees
7
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
165300
Registered since
July 7, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Compound Advisors, LLC is an institutional-focused manager that operates pooled investment vehicles structured as venture capital funds. The firm acts in sponsor and general partner capacities and serves as the managing member of its funds, providing portfolio management for those pooled vehicles. Its compensation model combines an asset-based fee with performance-linked fees. The manager does not identify as an active ESG investor and is not positioned as a capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Nathan Serviss

    Chief Compliance OfficerCRD 8282176

Contacts

3 of 3
  • Michael Dempsey

    Michael Dempsey

    Managing PartnerCRD 7476073

  • Tara Eckert

    Tara Eckert

    VP of FinanceCRD 6124814

  • David Hirsch

    David Hirsch

    Co-FounderCRD 2733268

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
414 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth