Compass Capital Management Inc

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Compass Capital Management Inc
CRD #107823
SEC #801-32238
CIK #0001002152
AUM $2.5 B (2025-07-15)
Employees 22 (45% Investors, 0% Brokers)
Phone612-338-4051
Address706 Second Avenue South
Minneapolis, MN 55402
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02000200820172026
CIK Period
0001002152
Sector Form 13F Holdings Value ($M)
Microsoft Corp 94.1
Amphenol Corp /DE/ 82.7
Fiserv Inc 69.5
VISA Inc 66.7
Intercontinentalexchange Group Inc 66.3
Stryker Corp 66.2
Fastenal Co 64.1
Check Point Software Technologies Ltd 63.3
Alphabet Inc 62.8
Wal Mart Stores Inc 62.0
Thermo Fisher Scientific Inc 61.6
Sherwin Williams Co 61.1
Automatic Data Processing Inc 60.1
Motorola Inc 59.8
Merck & Co Inc 59.8
Qualcomm Inc/DE 59.6
Roper Industries Inc 59.6
Accenture PLC 58.8
Linde PLC 58.7
Expeditors International of Washington Inc 57.1
Illinois Tool Works Inc 57.1
Johnson & Johnson 57.0
Danaher Corp /DE/ 55.6
Church & Dwight Co Inc /DE/ 55.3
Fedex Corp 54.3
Palo Alto Networks Inc 20.7
ServiceNow Inc 18.9
Royal Caribbean Cruises Ltd 18.9
Marriott International Inc /MD/ 17.5
Mastercard Inc 17.4
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 107 0.1
(b) Individuals (high net worth individuals) 269 1.9
(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 27 0.2
(h) Charitable organizations 23 0.2
(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 14 0.2
(n) Other 0 0.0
Total 1,661 2.5
By Discretionary
Discretionary 1,571 2.4
Non-Discretionary 90 0.2
Total 1,661 2.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.5
Total 1,661 2.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001002152]
Comparable Firms State AUM ($B)
Urban Investment Advisors Inc
CA 2.6
Santander Securities LLC
MA 2.6
Mariner Institutional LLC
FL 2.5
McKinley Carter Wealth Services Inc
WV 2.5
Parcion Private Wealth LLC
WA 2.5
Dundas Partners LLP
2.5
SJS Investment Consulting Inc
OH 2.5
Norris Perne & French LLP
MI 2.5
SFMG LLC
TX 2.5
Crewe Advisors LLC
UT 2.5
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