# Compound Advisory

Compound Advisory is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** compoundadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/compound-advisory

## Regulatory record

- **CRD number:** 334484
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334484

## About

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.

## Sectors

- Real Estate
- Private Credit
- Private Equity

## People

- James H. H. (Hein) van der Steen — Founder & Managing Partner

## 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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- [Rare Wolf Capital](https://altss.com/profile/rare-wolf-capital-llc)
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Last updated: 2026-08-11T15:06:27.647Z

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