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| Compass Capital Corporation
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| CRD # | 112323 |
| SEC # | 801-21957 |
| CIK # | 0001002152 |
| AUM | $590.7 M (2024-09-09) |
| Employees | 15 (100% Investors, 47% Brokers) |
| Phone | 781-535-6083 |
| Address | 50 Braintree Hill Office Park Braintree, MA 02184-8734 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001002152 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 94.1 | |
| Amphenol Corp /DE/ | 82.7 | |
| Fiserv Inc | 69.5 | |
| VISA Inc | 66.7 | |
| Intercontinentalexchange Group Inc | 66.3 | |
| Stryker Corp | 66.2 | |
| Fastenal Co | 64.1 | |
| Check Point Software Technologies Ltd | 63.3 | |
| Alphabet Inc | 62.8 | |
| Wal Mart Stores Inc | 62.0 | |
| Thermo Fisher Scientific Inc | 61.6 | |
| Sherwin Williams Co | 61.1 | |
| Automatic Data Processing Inc | 60.1 | |
| Motorola Inc | 59.8 | |
| Merck & Co Inc | 59.8 | |
| Qualcomm Inc/DE | 59.6 | |
| Roper Industries Inc | 59.6 | |
| Accenture PLC | 58.8 | |
| Linde PLC | 58.7 | |
| Expeditors International of Washington Inc | 57.1 | |
| Illinois Tool Works Inc | 57.1 | |
| Johnson & Johnson | 57.0 | |
| Danaher Corp /DE/ | 55.6 | |
| Church & Dwight Co Inc /DE/ | 55.3 | |
| Fedex Corp | 54.3 | |
| Palo Alto Networks Inc | 20.7 | |
| ServiceNow Inc | 18.9 | |
| Royal Caribbean Cruises Ltd | 18.9 | |
| Marriott International Inc /MD/ | 17.5 | |
| Mastercard Inc | 17.4 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,299 | 275.3 |
| (b) Individuals (high net worth individuals) | 109 | 306.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 5 | 9.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| Total | 1,413 | 590.7 |
| By Discretionary | ||
| Discretionary | 1,403 | 518.8 |
| Non-Discretionary | 10 | 71.9 |
| Total | 1,413 | 590.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 590.7 | |
| Total | 1,413 | 590.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001002152] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northwest Investment Counselors LLC
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|
OR | 0.6 |
|
Quantum Financial Planning Services Inc
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WA | 0.6 |
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Cyrus J Lawrence LLC
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NY | 0.6 |
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Gradient Securities LLC
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MN | 0.6 |
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Quantum Financial Services Inc
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IN | 0.6 |
|
Lauterbach Financial Advisors LLC
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TX | 0.6 |
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RPG Family Wealth Advisory LLC
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MA | 0.6 |
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Hennion & Walsh Asset Management Inc
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|
NJ | 0.6 |
|
Jacobson & Schmitt Advisors LLC
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WI | 0.6 |
|
Siharum Advisors LLC
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MA | 0.6 |