Compounding Gems Advisors, LLC
RIAState 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
- Website
- www.compoundinggems.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Compounding Gems Advisors, LLC is a limited liability company organized as a hedge-fund manager that serves institutional clients. The firm is state-registered in Texas and Washington and is owned by an individual. Its advisory work centers on portfolio management for pooled investment vehicles, and it also functions in sponsor/GP and managing-member roles for pooled funds. Compensation is structured as a percentage of assets under management plus performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
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
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Brodie Wealth Management
RIACary, NC
AUM $379KTEAM 1REPS 1
Legacy Advisory Group, Inc.
RIAHermitage, PA
AUM $377KTEAM 3REPS 2
Colemma Asset Management LLC
RIAAUM $387KTEAM 1REPS 1
Milieu Personal Finance LLC
RIAAUM $387KTEAM 1REPS 1
New Green Capital, LLC
RIAAUM $375KTEAM 1REPS 1
CTF Financial Services, Inc.
RIAOcala, FL
AUM $373KTEAM 1REPS 1