COMPASS GROUP LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 108772
- Registered since
- November 14, 2000
- Website
- cgcompass.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, BNP PRIME SERVICES
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other Investment Advisers85.03%
- Pooled Investment Vehicles14.97%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Compass Group LLC is a multi-strategy investment manager that serves institutional clients through pooled vehicles and bespoke portfolio management for businesses. The firm runs a mix of private funds and separately managed accounts with a clear tilt toward fixed-income and credit instruments, while also operating as a sponsor/GP of pooled vehicles and selecting third-party managers where appropriate. Fee arrangements combine a percentage of assets under management with performance-based fees, and the adviser identifies as an active ESG investor, incorporating environmental, social and governance considerations into manager selection and portfolio construction. Investment activity centers on credit-oriented strategies and private-market exposure rather than public equities. Compass Group LLC is registered to manage hedge fund and private equity strategies alongside other alternative structures, and it frequently structures or advises pooled vehicles for institutional allocators.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Investment Grade Corp Bonds72%
- Investment Grade Corp Bonds16%
- Cash & Cash Equivalents4%
- Sovereign Bonds3%
- Exchange Traded Equities2%
Owners & executives
2 of 2PEDRO ALVIZUA
Chief Compliance OfficerCRD 6441839
GERARD BENARES
Chief Operating OfficerCRD 2031717
Contacts
3 of 3TOMAS VENEZIAN
Porfolio ManagerCRD 5448625
JORGE AGUILO
Partner and Country HeadCRD 5248892
ROBERTO KNOEPFELMACHER
Global Head of EquitiesCRD 4633734
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 590 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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