COMPOUND ADVISERS, INC.
CRD #306341 SEC #801-122303 SAN FRANCISCO, CA 415-417-1180
SEC Registered
Total AUM
$316.9M
Discretionary
$228.8M
Employees
55
Clients
251
Accounts
339
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2023 | $316.9M | $228.8M | $88.1M | 55 | 132 |
| Jul 2023 | $316.9M | $228.8M | $88.1M | 55 | 132 |
| May 2023 | $316.9M | $228.8M | $88.1M | 55 | 132 |
| Mar 2023 | $316.9M | $228.8M | $88.1M | 55 | 132 |
| Mar 2023 | $316.9M | $228.8M | $88.1M | 55 | 132 |
| Mar 2023 | $316.9M | $228.8M | $88.1M | 55 | 132 |
| Mar 2023 | $316.9M | $228.8M | $88.1M | 55 | 132 |
| Jan 2023 | $202.9M | $186M | $16.9M | 55 | 40 |
| Oct 2022 | $202.9M | $186M | $16.9M | 55 | 40 |
| Sep 2022 | $202.9M | $186M | $16.9M | 55 | 40 |
| Jun 2022 | $202.9M | $186M | $16.9M | 55 | 40 |
| Mar 2022 | $202.9M | $186M | $16.9M | 55 | 40 |
| Feb 2022 | $113.8M | $103.1M | $10.8M | 21 | 40 |
| Aug 2021 | $113.8M | $103.1M | $10.8M | 21 | 40 |
DateSep 2023
Total AUM$316.9M
Discretionary$228.8M
Non-Disc.$88.1M
Employees55
Clients132
DateJul 2023
Total AUM$316.9M
Discretionary$228.8M
Non-Disc.$88.1M
Employees55
Clients132
DateMay 2023
Total AUM$316.9M
Discretionary$228.8M
Non-Disc.$88.1M
Employees55
Clients132
DateMar 2023
Total AUM$316.9M
Discretionary$228.8M
Non-Disc.$88.1M
Employees55
Clients132
DateMar 2023
Total AUM$316.9M
Discretionary$228.8M
Non-Disc.$88.1M
Employees55
Clients132
DateMar 2023
Total AUM$316.9M
Discretionary$228.8M
Non-Disc.$88.1M
Employees55
Clients132
DateMar 2023
Total AUM$316.9M
Discretionary$228.8M
Non-Disc.$88.1M
Employees55
Clients132
DateJan 2023
Total AUM$202.9M
Discretionary$186M
Non-Disc.$16.9M
Employees55
Clients40
DateOct 2022
Total AUM$202.9M
Discretionary$186M
Non-Disc.$16.9M
Employees55
Clients40
DateSep 2022
Total AUM$202.9M
Discretionary$186M
Non-Disc.$16.9M
Employees55
Clients40
DateJun 2022
Total AUM$202.9M
Discretionary$186M
Non-Disc.$16.9M
Employees55
Clients40
DateMar 2022
Total AUM$202.9M
Discretionary$186M
Non-Disc.$16.9M
Employees55
Clients40
DateFeb 2022
Total AUM$113.8M
Discretionary$103.1M
Non-Disc.$10.8M
Employees21
Clients40
DateAug 2021
Total AUM$113.8M
Discretionary$103.1M
Non-Disc.$10.8M
Employees21
Clients40