COMPASS GROUP MANAGEMENT LLC

Overview

Compass Group Management LLC is an SEC-registered investment adviser operating as a limited liability company since 2013. The firm provides portfolio management services primarily for businesses or institutional clients and reports a mix of fee arrangements that includes percentage-of-AUM billing, fixed fees, and performance-based fees. The adviser is identified as a domestic entity with individual ownership and is classified as unclassified on filings. Compass Group Management does not describe itself as an active ESG investor, is not designated as a multi-state adviser, and does not act as a pension consultant. It is also noted as not being a capital allocator, which, together with its use of third-party managers, suggests the firm typically invests through external funds and mandates rather than deploying proprietary capital.

Assets & Accounts

Investments & Alternatives