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COMPOUND GLOBAL ADVISORS, LLC

CRD 318889File 801-123424
APPROVED
Custody
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.19B
Above cohort median (national)
Discretionary AUM
$1.19B
Clients
2
3 accounts
Employees
1

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Mar 11, 2022
Principal office
Not reported
Phone
(206) 432-2899

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.19B
Discretionary AUM
$1.19B
Non-discretionary AUM
$0
Discretionary accounts
3
Non-discretionary accounts
0
Total accounts
3
AUM per client
$595.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$1.19B
Pooled investment vehicles2$3.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.