Compound Global Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318889
- Registered since
- March 11, 2022
- Website
- compoundglobaladvisors.com
- Custodians
- BNP PARIBAS SECURITIES CORP.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses99.73%
- Pooled Investment Vehicles0.27%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Compound Global Advisors, LLC is a privately owned LLC that operates as a hedge fund-style advisor to institutional clients. Registered with the SEC in 2022, the firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it serves as sponsor/GP/managing member of pooled vehicles it advises. Its fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Warwick Simons
OwnerCRD 7614230
Warwick Simons
Portfolio Manager, PrincipalCRD 7504501
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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