COMPASS CAPITAL INVESTMENTS LLC

Overview

Compass Capital Investments LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients and institutional relationships, offering financial planning, portfolio management for individuals and small businesses, pension consulting and client education. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. From an investment posture, Compass Capital is equity‑centric: exchange‑traded equities represent the largest slice of assets and the firm lists an explicit preference for equities. It does not identify as an active ESG investor. The firm also acts in sponsor/GP capacities and as a managing member of pooled investment vehicles, which indicates it both uses and can originate privately managed pooled funds in addition to advising client portfolios. Portfolio construction appears to blend separately managed account capabilities and third‑party fund allocations. Custody choices and the mix of liquid public instruments with third‑party alternative fund exposure suggest a focus on accessible, low‑friction market access combined with selective allocations to less correlated return sources.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices