COMPASS ANALYTICS, LLC
CRD #130459 SEC #801-62936 SAN FRANCISCO, CA 415-462-7500
SEC Registered
Total AUM
$34.2B
Discretionary
$34.2B
Employees
97
Clients
--
Accounts
54
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2021 | $34.2B | $34.2B | $0 | 97 | 0 |
| Mar 2021 | $34.2B | $34.2B | $0 | 97 | 0 |
| Feb 2021 | $13.2B | $13.2B | $0 | 100 | 0 |
| Oct 2020 | $13.2B | $13.2B | $0 | 100 | 0 |
| Jul 2020 | $13.2B | $13.2B | $0 | 100 | 0 |
| Mar 2020 | $13.2B | $13.2B | $0 | 100 | 0 |
| Oct 2019 | $11.7B | $11.7B | $0 | 76 | 67 |
| Mar 2019 | $11.7B | $11.7B | $0 | 76 | 67 |
| Mar 2018 | $16.4B | $16.4B | $0 | 76 | 69 |
| Mar 2018 | $16.4B | $16.4B | $0 | 76 | 69 |
| Mar 2017 | $17.2B | $17.2B | $0 | 74 | 26 |
| Mar 2016 | $14.7B | $14.7B | $0 | 47 | 26 |
| Mar 2015 | $10.8B | $10.8B | $0 | 41 | 26 |
| Mar 2014 | $9.4B | $9.4B | $0 | 33 | 26 |
| Jan 2014 | $17.5B | $17.5B | $0 | 30 | 26 |
| Jan 2014 | $17.5B | $17.5B | $0 | 30 | 26 |
| Mar 2013 | $17.5B | $17.5B | $0 | 30 | 26 |
| Mar 2013 | $17.5B | $17.5B | $0 | 30 | 26 |
| Apr 2012 | $11.8B | $11.8B | $0 | 11 | 26 |
| Mar 2012 | $11.8B | $11.8B | $0 | 11 | 26 |
| Mar 2011 | $5.7B | $5.7B | $0 | -- | -- |
| Jan 2010 | $5.9B | $5.9B | $0 | -- | -- |
| Jan 2008 | $6.4B | $6.4B | $0 | -- | -- |
| Feb 2007 | $2.5B | $2.5B | $0 | -- | -- |
| Mar 2006 | $1.5B | $1.5B | $0 | 10 | -- |
| Sep 2005 | $1B | $1B | $0 | 5 | -- |
DateJun 2021
Total AUM$34.2B
Discretionary$34.2B
Non-Disc.$0
Employees97
Clients0
DateMar 2021
Total AUM$34.2B
Discretionary$34.2B
Non-Disc.$0
Employees97
Clients0
DateFeb 2021
Total AUM$13.2B
Discretionary$13.2B
Non-Disc.$0
Employees100
Clients0
DateOct 2020
Total AUM$13.2B
Discretionary$13.2B
Non-Disc.$0
Employees100
Clients0
DateJul 2020
Total AUM$13.2B
Discretionary$13.2B
Non-Disc.$0
Employees100
Clients0
DateMar 2020
Total AUM$13.2B
Discretionary$13.2B
Non-Disc.$0
Employees100
Clients0
DateOct 2019
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees76
Clients67
DateMar 2019
Total AUM$11.7B
Discretionary$11.7B
Non-Disc.$0
Employees76
Clients67
DateMar 2018
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees76
Clients69
DateMar 2018
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees76
Clients69
DateMar 2017
Total AUM$17.2B
Discretionary$17.2B
Non-Disc.$0
Employees74
Clients26
DateMar 2016
Total AUM$14.7B
Discretionary$14.7B
Non-Disc.$0
Employees47
Clients26
DateMar 2015
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$0
Employees41
Clients26
DateMar 2014
Total AUM$9.4B
Discretionary$9.4B
Non-Disc.$0
Employees33
Clients26
DateJan 2014
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$0
Employees30
Clients26
DateJan 2014
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$0
Employees30
Clients26
DateMar 2013
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$0
Employees30
Clients26
DateMar 2013
Total AUM$17.5B
Discretionary$17.5B
Non-Disc.$0
Employees30
Clients26
DateApr 2012
Total AUM$11.8B
Discretionary$11.8B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$11.8B
Discretionary$11.8B
Non-Disc.$0
Employees11
Clients26
DateMar 2011
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients--