Compass Equity Advisors LLC

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Assets, Funds, Holdings

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Compass Equity Advisors LLC
CRD #165736
SEC #802-77486
CIK #
AUM
Employees
Phone628-218-7979
Address240 Stockton Street
San Francisco, CA 94108-5324
Source [IAPD] [Website]
Total AUM ($)
1.00.80.60.40.20.02010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
RE Compass Property Partners International II-A LP [2012-12-14] 3.3
RE Compass Property Partners International II LP [2012-12-14] 13.6 5.4
RE Compass Property Partners International LP 2012-12-14 0.1
AUM Breakdown Accounts AUM ($)
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 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 0 0.0
(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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Jon Berquist 12
Desi Co 11
Markus Trice 1
Alan Braxton 1
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