Warwick Simons
Advisor at Compound Global Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Compound Global Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Compound Global Advisors, LLC
Location
Mercer Island, WA
Credentials
Series 65
Industry experience
3 years
Warwick Simons is a financial advisor at Compound Global Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs Asia and Cogent Investing. Compound Global Advisors manages pooled vehicles and institutional assets, providing discretionary investment management and consultation to registered investment advisors. The firm serves institutional investors, corporations, and select high-net-worth individuals, focusing on global listed equity markets with a fundamental, buy-and-hold investment approach.
Based on Compound Global Advisors, LLC
Based on Compound Global Advisors, LLC
Negotiated flat fees available for separate accounts; non-discretionary consulting fees start at $10,000 per year
Separate accounts: negotiated performance fees based on outperformance with high-water mark; Private Fund: 15% incentive fee on Fund’s excess performance above benchmark
Account minimum: $10 million for separate accounts (may be waived); $125,000 for private Fund Minimum fee: $100,000 annually minimum fee for separate accounts (may be waived or reduced)
Mercer Island, WA
Washington
WS Portfolio Advisory
2022 - Present (4 years)
Warwick Simons Consulting
2021 - 2022 (1 year)
Cogent Investing
2017 - 2021 (4 years)
Unemployed
2016 - 2017 (1 year)
Goldman Sachs Asia
2013 - 2016 (3 years)
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