COMPASS GROUP MANAGEMENT LLC

CRD 168422 · SEC 801-78327

301 RIVERSIDE AVENUE, 2ND FLOOR, WESTPORT, CT, 06880, United States

Phone

203.221.1703

Fax

203.221.8253

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.04B

Discretionary AUM

Team

25 total employees; 7 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Yes

Services

Portfolio management (institutions)PROVIDE AD HOC, NON-CONTINUOUS ADVISORY SERVICES FOR A FAMILY OFFICE CLIENT ON AN AS REQUESTED BASIS.

Official SEC filing: View on IAPD