Compound Global Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,190,000,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Compound Global Advisors provides discretionary investment management to pooled investment vehicles and institutional investors and also works with corporations and high‑net‑worth individuals, while offering non‑discretionary investment consultation to other registered investment advisors. Its services include separately managed account management and management of a privately offered mini master‑feeder fund.
The firm focuses on global listed equity markets and relies on long‑term fundamental analysis to identify high‑quality businesses, typically holding positions for a year or more and managing portfolios subject to client‑imposed constraints. In the private fund, the adviser seeks to generate excess returns versus a MSCI World‑linked benchmark and, depending on market conditions, may use hedging tools such as shorting ETFs or options to adjust exposures.
Notable aspects include managing approximately $1.19 billion of discretionary assets while operating with a single managing member/portfolio manager and having recently consolidated smaller separate accounts into a private fund structure. Unlike many peers, the firm does not maintain a standard percentage‑of‑AUM fee schedule for separate accounts—fees are negotiated and can take flat, asset‑based, or performance forms—and it expressly serves a mix of pooled, corporate, institutional, and high‑net‑worth clients.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
ESG / Sustainable investing
Occupation focus
Founder/Business Owner
Financial Professional
Fee options
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)
Main office location
Compound Global Advisors, LLC
Mercer Island WA, United States
Number of offices
1
Most active in
Compound Global Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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