Compound Family Offices, LLC
● SEC registered since 2018CRD 298776SEC# 801-114125Sarasota, FL
Reg. AUM
$540.8M
Employees
6
Accounts
324
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 $540.8 million in regulatory assets under management and employs 6 people.
Compound Family Offices, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Charles Popham Control | Manager | 50-75% | 2018 |
| Jeffrey Render Mullens Control | Chief Compliance Officer | Under 5% | 2019 |
| Scott Frederick Gurr Control | Manager | 50-75% | 2018 |
Frequently asked questions
How much does Compound Family Offices, LLC manage?
Compound Family Offices, LLC reports $540.8 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
| Address | 2033 Main Street, Suite 202, Sarasota, FL 34237 |
| Phone | (941) 556-9294 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$540.8M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$540.8Mregulatory AUM
Discretionary $540.8M