Compass Group Management LLC

RIASEC RegisteredEst. 2013
Total AUM
$3B
Discretionary
$0
0% of AUM
Avg account
$3B
Accounts
1
Employees
25
Advisory reps
7

Firm details

Headquarters
Westport, Connecticut
CRD number
168422
Registered since
August 14, 2013
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Compass Group Management LLC is an SEC-registered institutional registered investment adviser organized as an LLC and in operation since 2013. The firm describes its primary advisory activity as portfolio management for businesses or institutional entities. Ownership is listed as a mix of a domestic entity and an individual. It charges a mix of fee types — percentage-of-AUM, fixed fees, and performance-based fees — and does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 98%, Cash & Cash Equivalents 2%98%
  • Other98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 4
  • Alan Offenberg

    CEOCRD 5758813

  • Elias Sabo

    Elias Sabo

    PARTNER & CHIEF EXECUTIVE OFFICERCRD 2725502

  • Joseph Milana

    Chief Administrative OfficerCRD 6060046

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Contacts

3 of 3
  • Carrie Ryan

    Carrie Ryan

    General CounselCRD 6222964

  • David Swanson

    MemberCRD 2608848

  • Ihab Joseph Massoud

    Ihab Joseph Massoud

    MemberCRD 5758812

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Westport, CT

Fairfield

Location

Westport, CT

Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
301 Riverside Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth