COMPASS INVESTMENTS LLC
CRD #141323 SEC #801-67114 PITTSBURGH, PA 570-916-2208
SEC Registered
Total AUM
$85.3M
Discretionary
$85.3M
Employees
5
Clients
25
Accounts
412
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $85.3M | $85.3M | $0 | 5 | 0 |
| Mar 2024 | $76.4M | $76.4M | $0 | 5 | 0 |
| Sep 2023 | $74.9M | $74.9M | $0 | 5 | 0 |
| May 2023 | $74.9M | $74.9M | $0 | 5 | 0 |
| Apr 2023 | $74.9M | $74.9M | $0 | 5 | 0 |
| Mar 2023 | $74.9M | $74.9M | $0 | 5 | 0 |
| Feb 2023 | $74.9M | $74.9M | $0 | 5 | 0 |
| Nov 2022 | $83.8M | $83.8M | $0 | 5 | 0 |
| Nov 2022 | $83.8M | $83.8M | $0 | 5 | 0 |
| May 2022 | $83.8M | $83.8M | $0 | 5 | 0 |
| Mar 2022 | $83.8M | $83.8M | $0 | 5 | 0 |
| Jan 2022 | $162.7M | $162.7M | $0 | 6 | 0 |
| Nov 2021 | $162.7M | $162.7M | $0 | 6 | 0 |
| May 2021 | $162.7M | $162.7M | $0 | 6 | 0 |
| Mar 2021 | $162.7M | $162.7M | $0 | 6 | 0 |
| Jan 2021 | $123.1M | $123.1M | $0 | 6 | 0 |
| Oct 2020 | $123.1M | $123.1M | $0 | 6 | 0 |
| Jun 2020 | $123.1M | $123.1M | $0 | 6 | 0 |
| Jun 2020 | $123.1M | $123.1M | $0 | 6 | 0 |
| Mar 2020 | $123.1M | $123.1M | $0 | 6 | 0 |
| Oct 2019 | $130.2M | $130.2M | $0 | 6 | 0 |
| Aug 2019 | $130.2M | $130.2M | $0 | 6 | 0 |
| Aug 2019 | $130.2M | $130.2M | $0 | 6 | 0 |
| Mar 2019 | $130.2M | $130.2M | $0 | 6 | 0 |
| Dec 2018 | $68.8M | $68.8M | $0 | 4 | 254 |
| Aug 2018 | $68.8M | $68.8M | $0 | 4 | 254 |
| Mar 2018 | $68.8M | $68.8M | $0 | 4 | 254 |
| Mar 2017 | $64.1M | $64.1M | $0 | 4 | 200 |
| Mar 2016 | $59.6M | $59.6M | $0 | 4 | 200 |
| Mar 2015 | $62.6M | $62.6M | $0 | 4 | 200 |
| Nov 2014 | $61.5M | $61.5M | $0 | 4 | 200 |
| May 2014 | $61.5M | $61.5M | $0 | 4 | 200 |
| Mar 2014 | $61.5M | $61.5M | $0 | 4 | 200 |
| Apr 2013 | $55.4M | $55.4M | $0 | 4 | 400 |
| Jun 2012 | $48M | $48M | $0 | 1 | 300 |
| Apr 2012 | $48M | $48M | $0 | 1 | 300 |
| Dec 2011 | $42.8M | $42.8M | $0 | 1 | 251 |
| Mar 2011 | $42.8M | $42.8M | $0 | 5 | -- |
| Apr 2010 | $32.8M | $32.8M | $0 | 10 | -- |
| Sep 2009 | $28.8M | $28.8M | $0 | 10 | -- |
| Nov 2007 | $28.7M | $28.7M | $0 | 5 | -- |
| Oct 2007 | $28.7M | $28.7M | $0 | 5 | -- |
| Apr 2007 | $28.7M | $28.7M | $0 | 5 | -- |
| Mar 2007 | $27.3M | $27.3M | $0 | 5 | -- |
| Dec 2006 | $25.8M | $25.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$85.3M
Discretionary$85.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$74.9M
Discretionary$74.9M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$83.8M
Discretionary$83.8M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$83.8M
Discretionary$83.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$83.8M
Discretionary$83.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$83.8M
Discretionary$83.8M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2021
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2020
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees6
Clients0
DateDec 2018
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees4
Clients254
DateAug 2018
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees4
Clients254
DateMar 2018
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees4
Clients254
DateMar 2017
Total AUM$64.1M
Discretionary$64.1M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees4
Clients200
DateNov 2014
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees4
Clients200
DateMay 2014
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees4
Clients200
DateApr 2013
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees4
Clients400
DateJun 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients300
DateApr 2012
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees1
Clients300
DateDec 2011
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees1
Clients251
DateMar 2011
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees10
Clients--
DateSep 2009
Total AUM$28.8M
Discretionary$28.8M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$27.3M
Discretionary$27.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$25.8M
Discretionary$25.8M
Non-Disc.$0
Employees5
Clients--