COMPOUND27 MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
334992

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ROSHAN LOUNGANI

    Wealth Advisor & Retirement SpecialistCRD 4256993

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth