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Compass Financial Family Office
Compass Financial Family Office was founded in 1961. Jay L. Shein and Blair C. Shein lead investment decisions.
Compass Financial Family Office
Compass Financial Family Office was founded in 1961. Jay L. Shein and Blair C. Shein lead investment decisions. The firm grew from a wealth management practice into a multi-family office serving multiple client types. The firm allocates across private equity, real estate, hedge funds, and public equities. It maintains exposure to FinTech, digital health, and industrial tech. Geographic reach covers North America, Europe, South America, and Africa. Positions include ETF holdings such as IVV and IWV reported in 2025 filings plus a private equity portfolio in biotech. Assets total $410 million. The team participates in professional networks including the Estate Planning Council of Broward County and the Financial Planning Association of Broward County. Blair C. Shein has held leadership roles in local planning groups. No operational events from the last 24 months appear in available records. The firm operates both advisory services and a direct deal platform. This structure allows coordination of client capital into private credit, infrastructure, and secondaries alongside traditional portfolio management.
General information
Firm type
Multi Family Office
Year founded
1961
AUM
410 (Altss estimate)
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Deerfield Beach, FL, United States
Principals
Jay L. Shein
Co-Chief Investment Officer and Strategist
Blair C. Shein
President and senior member of the investment committee
Stacey Beverley
Investment Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Compass Financial Family Office?
Jay L. Shein acts as Co-Chief Investment Officer and Strategist. Blair C. Shein serves as President and senior member of the investment committee.
Does Compass Financial Family Office participate in fund commitments or only direct deals?
The firm operates a direct investing platform and participates in private equity directs while also allocating to external managers.
What asset classes does Compass Financial Family Office target?
Allocations span private equity, real estate, hedge funds, private credit, infrastructure, and public equities.
Where does Compass Financial Family Office invest geographically?
The firm holds exposure across North America, Europe, South America, and Africa.
How is Compass Financial Family Office related to its client foundations?
Jay Shein serves on the board and investment committee of the Florida Atlantic University Foundation. Blair Shein has served on the Saint Andrew's School Investment Committee.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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