Equitycompass Investment Management, LLC

Overview

Equitycompass Investment Management, LLC is a non-independent retail registered investment adviser formed in 2008 that serves individual and family clients on a fee‑based percentage of assets under management model. The firm is organized as an LLC and is owned by a combination of a domestic entity and an individual. Its core advisory work centers on discretionary portfolio management for individuals, small businesses and for business or institutional clients. The firm reports a business mix that intersects multiple parts of the financial services ecosystem: it lists affiliations or activities with broker‑dealers, other investment advisers, registered municipal advisor services, commodity pool operator/commodity trading advisor activities, banking/thrift institutions, trust companies, insurance companies and roles as sponsor or managing member of pooled investment vehicles. It does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices