Compounding Gems Advisors, LLC

RIASEC Registered
Total AUM
$381K
Discretionary
$381K
100% of AUM
Avg account
$381K
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
327351
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Compounding Gems Advisors, LLC is a small, LLC-structured hedge fund manager that provides portfolio management for pooled investment vehicles. The firm serves institutional clients and operates as sponsor, general partner and managing member of at least one pooled vehicle. Its compensation model combines an asset-based fee and performance-based fees, consistent with a manager that runs a hedge fund strategy and charges incentive fees tied to results. Filings indicate the adviser is not positioned as an active ESG investor, is not multi-state registered, and does not operate as a pension consultant or related adviser. Business activity centers on managing a single pooled vehicle rather than retail advisory relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Saurabh Khandelwal

    Saurabh Khandelwal

    Founder & ManagerCRD 7778672

  • Nitin Goyal

    MemberCRD 7778675

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

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth