COMPASS GROUP LLC
CRD #108772 SEC #801-58080 NEW YORK, NY 212-355-7630
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
17
Clients
0
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.2B | $1.2B | $0 | 17 | 0 |
| Mar 2025 | $1.2B | $1.2B | $0 | 17 | 0 |
| Nov 2024 | $2.1B | $2.1B | $0 | 19 | 1 |
| Mar 2024 | $2.1B | $2.1B | $0 | 19 | 1 |
| Jan 2024 | $3B | $3B | $0 | 24 | 0 |
| May 2023 | $3B | $3B | $0 | 24 | 0 |
| Mar 2023 | $3B | $3B | $0 | 24 | 0 |
| Jan 2023 | $3.1B | $3.1B | $13M | 25 | 0 |
| Nov 2022 | $3.1B | $3.1B | $13M | 25 | 0 |
| Mar 2022 | $3.1B | $3.1B | $13M | 25 | 0 |
| Jan 2022 | $4.3B | $4.2B | $13.8M | 23 | 0 |
| Mar 2021 | $4.3B | $4.2B | $13.8M | 23 | 0 |
| Mar 2020 | $4.4B | $4.4B | $13.7M | 23 | 0 |
| Mar 2019 | $2.9B | $2.9B | $0 | 23 | 0 |
| Mar 2018 | $2.7B | $2.7B | $0 | 25 | 0 |
| Mar 2017 | $2.1B | $2.1B | $0 | 26 | 26 |
| Mar 2016 | $708M | $708M | $0 | 25 | 26 |
| Mar 2015 | $1B | $1B | $0 | 23 | 11 |
| Sep 2014 | $1.2B | $1.2B | $0 | 25 | 26 |
| Sep 2014 | $1.2B | $1.2B | $0 | 25 | 26 |
| Mar 2014 | $1.3B | $1.3B | $0 | 24 | 26 |
| Mar 2013 | $1.5B | $1.5B | $0 | 25 | 26 |
| Mar 2012 | $515M | $515M | $0 | 11 | 11 |
| Apr 2011 | $347M | $347M | $0 | -- | -- |
| May 2010 | $187M | $187M | $0 | -- | -- |
| Mar 2009 | $140M | $140M | $0 | -- | -- |
| Mar 2007 | $139.3M | $139.3M | $0 | -- | -- |
| Mar 2006 | $286.1M | $141.4M | $144.6M | -- | -- |
| Feb 2006 | $318.5M | $185M | $133.5M | -- | -- |
| Sep 2005 | $318.5M | $185M | $133.5M | -- | -- |
| Jan 2004 | $290.7M | $162.6M | $128.1M | -- | -- |
| Jun 2001 | $280.6M | $280.6M | $0 | -- | -- |
DateSep 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients0
DateNov 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees19
Clients1
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees19
Clients1
DateJan 2024
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees24
Clients0
DateMay 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees24
Clients0
DateMar 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees24
Clients0
DateJan 2023
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$13M
Employees25
Clients0
DateNov 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$13M
Employees25
Clients0
DateMar 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$13M
Employees25
Clients0
DateJan 2022
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$13.8M
Employees23
Clients0
DateMar 2021
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$13.8M
Employees23
Clients0
DateMar 2020
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$13.7M
Employees23
Clients0
DateMar 2019
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees23
Clients0
DateMar 2018
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees25
Clients0
DateMar 2017
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees26
Clients26
DateMar 2016
Total AUM$708M
Discretionary$708M
Non-Disc.$0
Employees25
Clients26
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees23
Clients11
DateSep 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients26
DateSep 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees25
Clients26
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees24
Clients26
DateMar 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees25
Clients26
DateMar 2012
Total AUM$515M
Discretionary$515M
Non-Disc.$0
Employees11
Clients11
DateApr 2011
Total AUM$347M
Discretionary$347M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$139.3M
Discretionary$139.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$286.1M
Discretionary$141.4M
Non-Disc.$144.6M
Employees--
Clients--
DateFeb 2006
Total AUM$318.5M
Discretionary$185M
Non-Disc.$133.5M
Employees--
Clients--
DateSep 2005
Total AUM$318.5M
Discretionary$185M
Non-Disc.$133.5M
Employees--
Clients--
DateJan 2004
Total AUM$290.7M
Discretionary$162.6M
Non-Disc.$128.1M
Employees--
Clients--
DateJun 2001
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees--
Clients--