COMPASS ADVISORS, LLC
CRD #107317 SEC #801-40319 MIAMI, FL 305-461-1681
SEC Registered
Total AUM
$831.2M
Discretionary
$331.8M
Employees
1
Clients
--
Accounts
18
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $831.2M | $331.8M | $499.4M | 1 | 11 |
| Feb 2012 | $831.2M | $331.8M | $499.4M | 1 | 11 |
| Jun 2011 | $837.7M | $208.2M | $629.5M | 5 | -- |
| Mar 2011 | $837.7M | $208.2M | $629.5M | 5 | -- |
| Jan 2011 | $612.7M | $67.5M | $545.2M | 5 | -- |
| Oct 2010 | $612.7M | $67.5M | $545.2M | -- | -- |
| Oct 2007 | $1.3B | $317M | $1B | -- | -- |
| Jan 2007 | $1.3B | $317M | $1B | -- | -- |
| Mar 2006 | $1.6B | $325.5M | $1.3B | -- | -- |
| Dec 2005 | $1.3B | $130M | $1.2B | -- | -- |
| Jan 2005 | $1.3B | $130M | $1.2B | -- | -- |
| Jan 2005 | $28.1B | $60M | $28B | 10 | -- |
| Dec 2004 | $1.3B | $130M | $1.2B | -- | -- |
| Mar 2004 | $43.1B | $130M | $43B | -- | -- |
| Aug 2001 | $42M | $0 | $42M | 10 | -- |
DateApr 2012
Total AUM$831.2M
Discretionary$331.8M
Non-Disc.$499.4M
Employees1
Clients11
DateFeb 2012
Total AUM$831.2M
Discretionary$331.8M
Non-Disc.$499.4M
Employees1
Clients11
DateJun 2011
Total AUM$837.7M
Discretionary$208.2M
Non-Disc.$629.5M
Employees5
Clients--
DateMar 2011
Total AUM$837.7M
Discretionary$208.2M
Non-Disc.$629.5M
Employees5
Clients--
DateJan 2011
Total AUM$612.7M
Discretionary$67.5M
Non-Disc.$545.2M
Employees5
Clients--
DateOct 2010
Total AUM$612.7M
Discretionary$67.5M
Non-Disc.$545.2M
Employees--
Clients--
DateOct 2007
Total AUM$1.3B
Discretionary$317M
Non-Disc.$1B
Employees--
Clients--
DateJan 2007
Total AUM$1.3B
Discretionary$317M
Non-Disc.$1B
Employees--
Clients--
DateMar 2006
Total AUM$1.6B
Discretionary$325.5M
Non-Disc.$1.3B
Employees--
Clients--
DateDec 2005
Total AUM$1.3B
Discretionary$130M
Non-Disc.$1.2B
Employees--
Clients--
DateJan 2005
Total AUM$1.3B
Discretionary$130M
Non-Disc.$1.2B
Employees--
Clients--
DateJan 2005
Total AUM$28.1B
Discretionary$60M
Non-Disc.$28B
Employees10
Clients--
DateDec 2004
Total AUM$1.3B
Discretionary$130M
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2004
Total AUM$43.1B
Discretionary$130M
Non-Disc.$43B
Employees--
Clients--
DateAug 2001
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees10
Clients--