COMPOUND FAMILY OFFICES, LLC
CRD #298776 SEC #801-114125 SARASOTA, FL (941) 556-9294
SEC Registered
Total AUM
$480.4M
Discretionary
$480.4M
Employees
6
Clients
101
Accounts
288
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $480.4M | $480.4M | $0 | 6 | 0 |
| Nov 2024 | $463.7M | $463.7M | $0 | 6 | 0 |
| Mar 2024 | $463.7M | $463.7M | $0 | 6 | 0 |
| Mar 2023 | $314.6M | $314.6M | $0 | 6 | 1 |
| Mar 2022 | $366.5M | $366.5M | $0 | 6 | 1 |
| Feb 2021 | $302.5M | $302.5M | $0 | 6 | 1 |
| Jun 2020 | $238.6M | $238.6M | $0 | 4 | 2 |
| Jun 2020 | $238.6M | $238.6M | $0 | 4 | 2 |
| Mar 2020 | $238.6M | $238.6M | $0 | 4 | 2 |
| Feb 2019 | $180.3M | $180.3M | $0 | 3 | 0 |
| Nov 2018 | $0 | $0 | $0 | 2 | 0 |
| Oct 2018 | $0 | $0 | $0 | 2 | 0 |
| Sep 2018 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$480.4M
Discretionary$480.4M
Non-Disc.$0
Employees6
Clients0
DateNov 2024
Total AUM$463.7M
Discretionary$463.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$463.7M
Discretionary$463.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$314.6M
Discretionary$314.6M
Non-Disc.$0
Employees6
Clients1
DateMar 2022
Total AUM$366.5M
Discretionary$366.5M
Non-Disc.$0
Employees6
Clients1
DateFeb 2021
Total AUM$302.5M
Discretionary$302.5M
Non-Disc.$0
Employees6
Clients1
DateJun 2020
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees4
Clients2
DateJun 2020
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees4
Clients2
DateMar 2020
Total AUM$238.6M
Discretionary$238.6M
Non-Disc.$0
Employees4
Clients2
DateFeb 2019
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees3
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0