COMPOUND GLOBAL ADVISORS, LLC
SEC RegisteredAdvising investors on public equity portfolios.
About the firm
Compound Global Advisors is led by Warwick Simons, who has been advising institutional investors on their public equity portfolios since 2013. Warwick has worked as a strategy consultant at Bain & Company, completed his MBA at INSEAD, invested in global equities from a London-based hedge fund, and advised institutional investors as a research analyst at Goldman Sachs. The firm was started after Warwick left Goldman Sachs in late 2016.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Advising on public equity portfolios, with an investment approach focused on buying competitively advantaged businesses, rigorous valuation analysis, scaling into positions based on business momentum, and diversifying portfolios across 30-50 stocks across industries, investment styles, and countries. Defensive strategies include raising cash and/or buying bonds, gold, or index put options.
Who they serve
Institutional investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $3.3M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COMPOUND GLOBAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.