COMPASS GROUP EQUITY PARTNERS

RIASEC RegisteredEst. 2021
Total AUM
$801M
Discretionary
$801M
100% of AUM
Avg account
$100M
Accounts
8
Employees
26
Advisory reps
3

Firm details

Headquarters
SAINT LOUIS, Missouri
CRD number
317244
Registered since
December 16, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Compass Group Equity Partners LLC is organized as a private equity investment adviser that registered with the SEC in 2021. The firm serves institutional clients and provides portfolio management for pooled investment vehicles. Its stated fee arrangements include a percentage-of-assets component alongside performance-based fees and other fee structures. Compass Group identifies itself as an active ESG investor and acts in sponsor and managing-member roles for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • KATIE CASON

    Chief Financial Officer & Chief Compliance OfficerCRD 7520826

Contacts

2 of 2
  • CHRISTOPHER GIBSON

    Managing PartnerCRD 5561985

  • JOHN HUHN

    Managing PartnerCRD 7468283

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAINT LOUIS, MO

SAINT LOUIS

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
7701 Forsyth Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth