# Compound Family Offices

Compound Family Offices is a Multi Family Office based in Sarasota, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sarasota, United States
- **Region:** North America
- **Address:** San Francisco, FL, United States
- **Founded:** 2018
- **Assets under management:** 480 (Altss estimate)
- **Website:** compoundfamilyoffices.com
- **LinkedIn:** https://www.linkedin.com/company/compound-financial

## Regulatory record

- **CRD number:** 298776
- **SEC file number:** 801-114125
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298776

## About

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.

## Sectors

- Healthcare Services
- Private Equity
- Real Estate

## People

- 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

## Related profiles

- [Bay Street Capital Holdings](https://altss.com/profile/bay-street-capital-holdings)
- [Ackerman Capital Management](https://altss.com/profile/ackerman-capital-management)

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

Canonical page: https://altss.com/profile/compound-family-offices

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology