|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Compass Group Investments Solutions LLC
✚
|
|
|---|---|
| CRD # | 305680 |
| SEC # | 801-117486 |
| CIK # | |
| AUM | $457.7 M (2025-03-31) |
| Employees | 13 (38% Investors, 54% Brokers) |
| Phone | 305-358-7052 |
| Address | 1441 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 144 | 457.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 144 | 457.7 |
| By Discretionary | ||
| Discretionary | 105 | 399.0 |
| Non-Discretionary | 39 | 58.7 |
| Total | 144 | 457.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 387.0 | |
| United States Persons | 70.7 | |
| Total | 144 | 457.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Darby International Capital LLC
✚
|
0.5 | |
|
Allspring Global Investments Singapore PTE Ltd
✚
|
0.5 | |
|
CSL III Advisor LLC
✚
|
NY | 0.5 |
|
Caird Investment Partners LLC
✚
|
TX | 0.5 |
|
Eagle Point Income Management LLC
✚
|
CT | 0.5 |
|
HLM Management Co LLC
✚
|
MA | 0.5 |
|
Bastion Management II LLC
✚
|
CT | 0.5 |
|
Curafin Advisors LLC
✚
|
AZ | 0.4 |
|
Ancient Management LP
✚
|
NY | 0.4 |
|
Chiron Investment Management LLC
✚
|
NY | 0.4 |