Compass Group Management LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 168422
- Registered since
- August 14, 2013
- Website
- compassdiversified.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Compass Group Management LLC is an SEC-registered institutional registered investment adviser organized as an LLC and in operation since 2013. The firm describes its primary advisory activity as portfolio management for businesses or institutional entities. Ownership is listed as a mix of a domestic entity and an individual. It charges a mix of fee types — percentage-of-AUM, fixed fees, and performance-based fees — and does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.
Assets & Accounts
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
- Other98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 4Alan Offenberg
CEOCRD 5758813

Elias Sabo
PARTNER & CHIEF EXECUTIVE OFFICERCRD 2725502
Joseph Milana
Chief Administrative OfficerCRD 6060046
Contacts
3 of 3
Carrie Ryan
General CounselCRD 6222964
David Swanson
MemberCRD 2608848

Ihab Joseph Massoud
MemberCRD 5758812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, 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
- Fairfield
- Address
- 301 Riverside Ave
- Time zone
- ET (UTC-5)
- Office locations
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