Single Family OfficeRIA · CRD 334484SEC-Registered

Updated:

Compound Advisory

COMPOUND ADVISORY is an SEC-registered investment adviser with $21 million in regulatory assets under management. The firm has 1 employee and 1 investment...

Compound Advisory

COMPOUND ADVISORY is an SEC-registered investment adviser with $21 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Single Family Office

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

Real EstatePrivate CreditPrivate Equity

Frequently asked questions

Who runs investment decisions at Compound Advisory?

Founder and Managing Partner Hein van der Steen leads all investment decisions and strategic direction. The firm operates without a public-facing investment committee, which is consistent with its single-family office structure where the principal retains final decision authority.

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 is Compound Advisory's known posture on co-investments alongside external GPs?

The firm actively co-invests alongside established real estate operators and specialty lenders, typically stepping into capital stacks where its check size and speed provide structural advantage. It does not operate a blind-pool fund or solicit external capital.

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.

Profile maintained by 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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