Compass Group LLC

RIASEC Registered

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$165M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Compass Group LLC is an SEC-registered investment manager formed in 2000 and organized as an LLC. The firm operates as a multi-strategy manager with activity across hedge fund and private equity structures and provides advisory services to institutional clients. Its advisory capabilities include portfolio management for pooled investment vehicles and for businesses or institutions, plus the selection of third‑party advisers. Compensation combines a percentage-of-AUM element with performance-based fees. The firm reports being an active ESG investor and, through its affiliations, acts in sponsor/GP and managing-member roles for pooled vehicles.