Compass Group Investments Solutions LLC

Overview

Compass Group Investments Solutions LLC is a limited liability company that registered with the SEC in 2019 and operates as a non-independent retail registered investment adviser. The firm serves individual and family clients and reports offering fee arrangements that include percentage-of-AUM billing, fixed fees, and other fee structures. It identifies portfolio management for businesses or institutions among its advisory activities. The firm has relationships and roles beyond traditional RIA duties: it lists affiliations as a broker-dealer, an additional investment adviser, and as a sponsor/GP/managing member of pooled investment vehicles. Compass Group reports it is not a capital allocator by mandate, does not identify as an active ESG investor, and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives