EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

Overview

Equitycompass Investment Management, LLC is an SEC-registered advisory firm (registered in 2008) organized as an LLC that serves primarily individual and family clients. Its business model centers on portfolio management for individuals and small businesses, and it also manages portfolios for business or institutional clients. The firm charges fees as a percentage of assets under management and reports its relationships as primarily discretionary. It does not present itself as a capital allocator and is not identified as an active ESG investor. The firm’s regulatory affiliations and activities extend beyond pure advisory work: filings list roles or ties to broker‑dealer activity, registered municipal advising, commodity pool operator/CTA functions, banking or thrift institutions, trust companies, insurance companies, and sponsor or managing member roles in pooled investment vehicles. The adviser is not listed as a related adviser to another firm.

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Location & Offices