COMPASS INVESTMENT PARTNERS LLC
CRD #130724 SEC #801-62866 FEDERAL WAY, WA 253-528-2100
SEC Registered
Total AUM
$28.9M
Discretionary
$0
Employees
5
Clients
26
Accounts
78
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2007 | $62.5M | $4.2M | $58.3M | 5 | -- |
| Mar 2006 | $47M | $3.1M | $43.9M | 5 | -- |
| Feb 2006 | $39.8M | $0 | $39.8M | 5 | -- |
| Feb 2006 | $39.8M | $0 | $39.8M | 5 | -- |
| May 2004 | $28.9M | $0 | $28.9M | 5 | -- |
DateJan 2007
Total AUM$62.5M
Discretionary$4.2M
Non-Disc.$58.3M
Employees5
Clients--
DateMar 2006
Total AUM$47M
Discretionary$3.1M
Non-Disc.$43.9M
Employees5
Clients--
DateFeb 2006
Total AUM$39.8M
Discretionary$0
Non-Disc.$39.8M
Employees5
Clients--
DateFeb 2006
Total AUM$39.8M
Discretionary$0
Non-Disc.$39.8M
Employees5
Clients--
DateMay 2004
Total AUM$28.9M
Discretionary$0
Non-Disc.$28.9M
Employees5
Clients--