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| Equitycompass Investment Management LLC
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|---|---|
| CRD # | 145420 |
| SEC # | 801-69131 |
| CIK # | 0001442676 |
| AUM | 220.9 M (2026-03-16) |
| Employees | 14 (71% Investors, 36% Brokers) |
| Phone | 443-224-1231 |
| Address | One South Street Baltimore, MD 21202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 2.9 | ||
| Apple Inc | 2.8 | ||
| Microsoft Corp | 2.5 | ||
| Amazon Com Inc | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| Broadcom Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Johnson & Johnson | 1.1 | ||
| Cisco Systems Inc | 1.0 | ||
| Merck & Co Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 79.8 |
| (b) Individuals (high net worth individuals) | 13 | 141.1 |
| (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 | 163 | 220.9 |
| By Discretionary | ||
| Discretionary | 163 | 220.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 163 | 220.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.9 | |
| Total | 163 | 220.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001442676] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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