Compound Insight
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Compound Insight provides discretionary investment management to individuals, accredited investors, pensions, family offices and trusts, focusing its advice solely on publicly traded equities. The firm operates as a solo RIA with a very small client base and is compensated primarily through asset-based fees and, for certain clients, performance-based arrangements.
The firm’s investment approach is bottom-up fundamental analysis that relies on SEC filings, management interactions and industry research, seeking quality businesses and buying at prices that offer attractive expected returns; portfolios are intentionally concentrated and generally limited to no more than 20 positions, and the firm disallows leverage. Compound Insight manages accounts on a discretionary basis, monitors and rebalances as market conditions and client circumstances change, and may include small- and mid-cap or special-situation investments that carry higher volatility and liquidity risk.
Noteworthy features relative to peers include that the firm’s principal publishes independent investment research (via scuttleblurb.com), disclosed as a material source of income, and the firm’s use of performance-based fee arrangements tied to a benchmark with carryforward of underperformance—both uncommon for a small, independent, single-advisor practice. The firm also requires clients to custody assets at a specified broker-dealer (Interactive Brokers) and states that it does not accept outside compensation for the sale of investment products, which contrasts with the small minority of peers that engage in such product sales.
Client services
Expertise
Fee options
0.15% to 0.60% annually (negotiable)
15% to 20% of outperformance above benchmark, with 20% on first $25 million and 15% thereafter, billed annually in arrears
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Compound Insight · Compound Insight, LLC
Disclosures
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