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 privately held investment manager that combines hedge fund and private equity strategies and also serves as an adviser to pooled vehicles. The firm is registered with the SEC (registered in 2000) and primarily serves institutional clients. Its advisory work includes portfolio management for pooled investment vehicles and for businesses or institutions, and the selection of other advisers; the firm also acts as a sponsor/GP or managing member of pooled investment vehicles. Compass charges asset-based fees plus performance-linked fees and identifies as an active ESG investor. Compass presents itself as a multifaceted manager rather than a pure allocator. Typical business activity mixes fund management (including private equity and hedge fund structures) with direct management of fixed‑income and credit exposures on behalf of institutional mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth 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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