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Compound Family Offices, LLC

● SEC registered since 2018CRD 298776SEC# 801-114125Sarasota, FL
Export (members)
Reg. AUM
$480.4M
Employees
6
Accounts
288
Location
Sarasota, FL

Compound Family Offices, LLC assets under management

Compound Family Offices, LLC is an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2018. It reports $480.4 million in regulatory assets under management and employs 6 people.

Compound Family Offices, LLC owners & executives

3 reported
NameTitleOwnershipSince
Erik Charles Popham ControlManager50-75%2018
Jeffrey Render Mullens ControlChief Compliance OfficerUnder 5%2019
Scott Frederick Gurr ControlManager50-75%2018

Frequently asked questions

How much does Compound Family Offices, LLC manage?

Compound Family Offices, LLC reports $480.4 million in regulatory assets under management on its Form ADV.

How many employees does Compound Family Offices, LLC have?

Compound Family Offices, LLC reports 6 employees.

Where is Compound Family Offices, LLC located?

Compound Family Offices, LLC is based in Sarasota, FL and has been SEC-registered since 2018.

Does Compound Family Offices, LLC disclose fund performance?

Compound Family Offices, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2033 Main Street, Suite 202, Sarasota, FL 34237
Phone(941) 556-9294
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$480.4M
Non-discretionary$0
Total (RAUM)$480.4M