COMPASS GROUP INVESTMENTS SOLUTIONS LLC

Overview

Compass Group Investments Solutions LLC is an SEC-registered investment adviser organized as an LLC that serves individual and family clients and provides portfolio management for businesses or institutions. The firm leans toward equity-centered portfolios, managing both separately managed accounts and pooled vehicles. It operates with multiple fee arrangements (percentage of AUM, fixed fees and other structures) and maintains broker‑dealer and adviser affiliations that allow it to sponsor or serve as GP/managing member of private pooled investment vehicles. The firm is not positioned as an active ESG investor and does not present itself as a multi‑state adviser. Compass Group’s investment activity centers on public equity exposure delivered through exchange‑traded instruments and customized SMA strategies, while also integrating alternative allocations through third‑party managers and its own sponsored vehicles. The adviser uses discretionary authority for the majority of client assets but retains non‑discretionary arrangements for a portion of client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices