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Compound Advisory
Compound Advisory is a fee-only fiduciary Registered Investment Adviser based in Annapolis, Maryland. The firm helps retirees, business owners, and...
Overview
Compound Advisory is a fee-only fiduciary Registered Investment Adviser based in Annapolis, Maryland. The firm helps retirees, business owners, and high-net-worth families nationwide coordinate retirement income, taxes, investments, Social Security, insurance, and estate decisions inside one integrated plan. It uses the Compound Cultivator methodology to treat retirement, tax, investment, and estate decisions as one connected system, and is independent with no products or commissions.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
James H. H. (Hein) van der Steen
Founder & Managing Partner
Sector focus
Frequently asked questions
Does Compound Advisory invest in funds or only direct deals?
Compound Advisory overwhelmingly prefers direct co-investments and privately originated credit instruments over fund commitments. This approach reduces fee leakage and gives the office greater control over asset selection, though it requires substantial internal underwriting capability and a network of operating partners who source proprietary transactions.
What sectors does Compound Advisory explicitly avoid?
The firm does not participate in early-stage venture capital, public equities trading, or speculative commodities. Its mandate is deliberately constrained to private real estate equity and debt, asset-backed credit, and occasional direct private equity positions where the underlying assets are tangible and income-producing.
How does Compound Advisory source proprietary deal flow?
Sourcing relies on a long-established network of developers, regional bank workout groups, and private credit sponsors. By maintaining a lean internal team and a reputation for reliable execution, the office often sees transactions before they reach broad auction processes.
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