Compass Rose Strategic Partners LLC
Firm details
- Headquarters
- Waterford, Connecticut
- CRD number
- 165043
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.38%
- Individuals17.61%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Compass Rose Strategic Partners LLC is an independent, individually owned RIA organized as an LLC that acts as a capital allocator for both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. The firm charges fees by percentage of AUM and also uses hourly and fixed-fee arrangements. Compass Rose does not identify as an ESG-focused investor and lists industry affiliations with accounting and law firms.
Assets & Accounts
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
- Public Funds/Mutual Funds52%
- Exchange Traded Equities31%
- Cash & Cash Equivalents15%
- Non-Exchange Traded Equities1%
- Private Funds1%
Contacts
3 of 4Lynn Cravinho
Investment Advisor RepresentativeCRD 5486266
Simone Gladstone
Financial AdvisorCRD 1917328
Tyler Linforth
Client ServiceCRD 7964999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Waterford, CT
New London
Location
Waterford, CT
Headquartered in Waterford, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- New London
- Address
- 426 Boston Post Rd
- Time zone
- ET (UTC-5)
- Office locations
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