Compound Value Advisers

Compound Value Advisers, LLC is an SEC-registered investment adviser in Grand Rapids, MI. The firm manages approximately $28 million in regulatory assets.

Compound Value Advisers

Compound Value Advisers, LLC is an SEC-registered investment adviser in Grand Rapids, MI. The firm manages approximately $28 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Who runs investment decisions at Compound Value Advisers?

The firm does not publicly disclose named principals or a specific CIO. As an RIA, it is registered with the SEC and investment decisions are made by the advisory team. The firm's name suggests a focus on value-oriented strategies.

Is Compound Value Advisers a family office or an asset manager?

Compound Value Advisers is registered as a regulated investment adviser (RIA) in the United States, not a family office. It manages capital for institutional clients and high-net-worth individuals, subject to SEC oversight.

What investment strategies does Compound Value Advisers employ?

The firm focuses on value-oriented equity and fixed-income investments, employing long-term fundamental analysis to identify undervalued securities. Their approach is research-intensive and concentrated.

Does Compound Value Advisers disclose its assets under management?

Compound Value Advisers does not publicly disclose AUM. The firm's size and track record remain opaque in public sources.

Where is Compound Value Advisers headquartered?

The firm's office location is not publicly available. As a registered investment adviser, its address is filed with the SEC and available through ADV filings, but not its marketing materials.

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