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Multi-Family OfficeRIA · CRD 298776SEC-Registered

Updated:

Compound Family Offices

Compound Family Offices was established in 2018 by Scott Gurr and Erik Popham, both previously affiliated with GenSpring Family Offices. The firm operates...

Overview

Compound Family Offices was established in 2018 by Scott Gurr and Erik Popham, both previously affiliated with GenSpring Family Offices. The firm operates from Florida and provides integrated advisory services to founders, business owners, and multi-generational families. The firm allocates across private equity, real estate, natural resources, and commodities. It executes through direct co-investments, SPVs, and fund-of-funds structures. Investment stages include buyouts and early-stage opportunities. Geographic exposure centers on North America with additional activity in healthcare services and biotech. No specific portfolio holdings or co-investors are publicly named. The team includes five credentialed professionals. The firm maintains partnerships with Charles Schwab for custody and National Advisors Trust Company for trustee services. It supports philanthropic entities including Children First of Sarasota and the Community Foundation of Sarasota County. No operational events from the last 24 months appear in available records. The firm’s structure limits client relationships to maintain deep engagement and operates without proprietary products or commission-based revenue, creating separation from traditional brokerage models.

General information

Firm type

Multi Family Office

Year founded

2018

Location

Region

North America

Country

United States

City

Sarasota

Corporate office

San Francisco, FL, United States

Principals

Scott Gurr

Co-Founder, Family Wealth Advisor

Erik Popham

Co-Founder, Family Investment Officer

Jeffrey Devine

Director of Manager Research

Jeffrey Mullens

Family Investment Officer

Kristina B. Bryn

Family Wealth Advisor

Sector focus

Healthcare ServicesPrivate EquityReal Estate

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