Compass Analytics LLC

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Assets, Funds, Holdings

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Compass Analytics LLC
CRD #130459
SEC #801-62936
CIK #
AUM
Employees 97 (28% Investors, 0% Brokers)
Phone415-462-7500
Address580 California Street
San Francisco, CA 94104
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
40322416802004201020162022
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 15 8.6
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 1 0.2
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 38 25.4
Total 54 34.2
By Discretionary
Discretionary 54 34.2
Non-Discretionary 0 0.0
Total 54 34.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 34.2
Total 54 34.2
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