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 SEC-registered investment adviser that operates as a hedge fund manager serving institutional clients. The firm was registered with the SEC in 2022 and is organized as an LLC with individual ownership. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it also acts as sponsor/GP/managing member of pooled vehicles it runs. Fee arrangements include percentage-of-AUM fees, 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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