Compass Rose Strategic Partners LLC

Overview

Compass Rose Strategic Partners LLC is an independent RIA organized as an LLC and owned by an individual. The firm positions itself as a capital allocator and adviser to both individuals/families and institutional clients. Its fee schedules include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Service offerings listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops; the firm also lists pension consulting among its advisory activities. Compass Rose does not identify as an active ESG investor. The firm indicates it works with third-party managers as part of its allocation approach, suggesting a multi-manager orientation for clients who need access to external strategies rather than fully in-house product manufacture.

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