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Compound Family Office

EST. AUM
$540,828,257

CONTACTS
3

CLIENT ACCOUNTS
324

Firm Details

Metro area Tampa
CRD Number 298776
Website compoundfamilyoffices.com
Client types

Overview

They are a collection of like-minded, highly credentialed and trusted advisors focused on providing the most effective, objective and transparent advice to help families make better, educated decisions. Their services are designed to help families manage, grow, protect and enjoy their wealth while shaping their legacy $460 million in assets. They have a preference for active managers as well, and they use both separate accounts and mutual funds. Similarly, they use both private investments as well as liquid alternatives, but more recently, less exposure on the private side. Also, some PE fund to funds and real estate funds have been something they've been using. Investment committee members include Erik Popham and Jeff Devine.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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