# Compass Financial Family Office

Compass Financial Family Office is a Multi Family Office based in Tampa, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Tampa, United States
- **Region:** North America
- **Address:** Deerfield Beach, FL, United States
- **Founded:** 1961
- **Assets under management:** 410 (Altss estimate)
- **Website:** compassfinancialgroup.com

## About

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.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds
- FinTech
- Digital Health

## People

- Jay L. Shein — Co-Chief Investment Officer and Strategist
- Blair C. Shein — President and senior member of the investment committee
- Stacey Beverley — Investment Advisor

## 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.

## Related profiles

- [Haftpflichtkasse](https://altss.com/profile/haftpflichtkasse)
- [Leon and Toby Cooperman Family Foundation](https://altss.com/profile/the-leon-and-toby-cooperman-family-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/compass-financial-family-office

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