COMPOUND INSIGHT
COMPOUND INSIGHT is an SEC-registered investment adviser (CRD 298150). Regulatory assets under management: $2.9M.
Registration
- CRD: 298150
- SEC file number: 802-113837
- Type: Registered investment adviser
- Phone: 650-645-0127
- Latest filing: 2026-01-09
- Regulatory AUM: $2.9M
- Discretionary AUM: $2.9M
- Clients: 1
- Accounts: 7
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Kim E Dean | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | Suwanee, GA |
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