Compound Global Advisors LLC

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Assets, Funds, Holdings

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Compound Global Advisors LLC
CRD #318889
SEC #801-123424
CIK #0001962450
AUM $813.0 M (2025-02-27)
Employees 1 (100% Investors, 0% Brokers)
Phone206-432-2899
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
90072054036018002011201620212026
Sector Form 13F Holdings Value ($B)
Nvidia Corp 0.1
Microsoft Corp 0.1
Amazon Com Inc 0.1
Facebook Inc 0.1
Taiwan Semiconductor Manufacturing Co Ltd 0.1
Alphabet Inc 0.1
Lilly Eli & Co 0.1
CRH Public Ltd Co 0.0
Lam Research Corp 0.0
UnitedHealth Group Inc 0.0
View All
Holdings by Sector ($B)
3.02.41.81.20.60.02023202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 1.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 812.0
(n) Other 0 0.0
Total 3 813.0
By Discretionary
Discretionary 3 813.0
Non-Discretionary 0 0.0
Total 3 813.0
By Non-United States Persons
Non-United States Persons 813.0
United States Persons 0.0
Total 3 813.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001962450]
13F-NT [0001962450]
Comparable Firms State AUM ($B)
McGlone Suttner Wealth Management Inc
WI 0.8
JT Stratford LLC
GA 0.8
Round Rock Advisors LLC
CT 0.8
NFSG Corporation
FL 0.8
High Probability Advisors LLC
NY 0.8
Elwood & Goetz Wealth Advisory Group LLC
GA 0.8
Oak Root LLC
0.8
Keudell Morrison Wealth Management LLC
OR 0.8
Investmark Advisory Group LLC
CT 0.8
BCS Financial LLC
TN 0.8
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tony@aum13f.com