COMPASS POINT ASSET MANAGEMENT, LLC

Overview

Compass Point Asset Management, LLC is organized as a limited liability company and is registered with the SEC in 2025. The firm is classified as unclassified and is owned at the domestic entity/individual level. It is affiliated with a broker‑dealer and does not identify as an active ESG investor, a capital allocator, a pension consultant, or a multi‑state adviser. Public disclosures do not provide a stated client base, fee schedule, or specific advisory activities, which suggests the firm’s public-facing advisory footprint is minimal or focused on non‑retail structures rather than traditional advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices