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Compound Insight CRD 298150
$2.90M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Portland, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compound Insight Llc | Portland | OR | 09/2021 | Present |
| Compound Insight | Portland | OR | 10/2015 | Present |
1) Writes research blog (scuttleblurb.com) as part of his investment process. It generates subscription revenue.
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