COMPOUND27 MANAGEMENT, LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 334992
Firm profile
FINTRXOverview
Compound27 Management, LLC is a small, privately held investment entity organized as a limited liability company. The firm’s public footprint centers on its role as sponsor and manager of pooled investment vehicles rather than as a traditional retail advisory practice: it is identified as acting in capacities that include broker-dealer, investment adviser, and general partner/managing member of private funds. Regulatory and client-facing attributes in public filings indicate it does not operate as a multi-state adviser, it is not flagged as an active ESG investor, and it does not present itself as a pension consultant or third‑party capital allocator. Investment activity appears concentrated on privately managed strategies run through its pooled vehicle(s). The firm’s operating profile suggests a focus on active, manager-led decision making inside a private fund structure rather than running a discretionary advisory book of retail or high-net-worth household accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1ROSHAN LOUNGANI
Wealth Advisor & Retirement SpecialistCRD 4256993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 2000 P St NW
- Time zone
- ET (UTC-5)
- Office locations
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