EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
CRD #145420 SEC #801-69131 BALTIMORE, MD 443-224-1231
SEC Registered
Total AUM
$222.6M
Discretionary
$222.6M
Employees
14
Clients
--
Accounts
158
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $222.6M | $222.6M | $0 | 14 | 0 |
| Mar 2025 | $222.6M | $222.6M | $0 | 14 | 0 |
| Nov 2024 | $179.5M | $179.5M | $0 | 14 | 0 |
| Jun 2024 | $179.5M | $179.5M | $0 | 14 | 0 |
| Jun 2024 | $179.5M | $179.5M | $0 | 14 | 0 |
| Mar 2024 | $179.5M | $179.5M | $0 | 15 | 0 |
| Mar 2023 | $184.1M | $184.1M | $0 | 16 | 0 |
| Mar 2022 | $221.4M | $221.4M | $0 | 15 | 0 |
| Jul 2021 | $153.3M | $153.3M | $0 | 25 | 0 |
| Jul 2021 | $153.3M | $153.3M | $0 | 25 | 0 |
| Apr 2021 | $153.3M | $153.3M | $0 | 25 | 0 |
| Mar 2021 | $153.3M | $153.3M | $0 | 25 | 0 |
| Mar 2021 | $153.3M | $153.3M | $0 | 25 | 0 |
| Jun 2020 | $143.5M | $143.5M | $0 | 23 | 0 |
| Jun 2020 | $143.5M | $143.5M | $0 | 23 | 0 |
| Mar 2020 | $143.5M | $143.5M | $0 | 23 | 0 |
| Dec 2019 | $168M | $168M | $0 | 31 | 0 |
| Nov 2019 | $168M | $168M | $0 | 31 | 0 |
| Sep 2019 | $168M | $168M | $0 | 31 | 0 |
| Sep 2019 | $168M | $168M | $0 | 31 | 0 |
| Mar 2019 | $168M | $168M | $0 | 31 | 0 |
| Jan 2019 | $178.6M | $178.6M | $0 | 27 | 0 |
| Nov 2018 | $178.6M | $178.6M | $0 | 27 | 0 |
| Sep 2018 | $178.6M | $178.6M | $0 | 27 | 0 |
| Mar 2018 | $178.6M | $178.6M | $0 | 27 | 0 |
| Mar 2017 | $685.2M | $685.2M | $0 | 28 | 1,500 |
| Jan 2017 | $305.3M | $305.3M | $0 | 30 | 700 |
| Sep 2016 | $305.3M | $305.3M | $0 | 30 | 700 |
| May 2016 | $305.3M | $305.3M | $0 | 30 | 700 |
| Mar 2016 | $305.3M | $305.3M | $0 | 30 | 700 |
| Dec 2015 | $69.8M | $69.8M | $0 | 10 | 200 |
| Nov 2015 | $69.8M | $69.8M | $0 | 10 | 200 |
| Nov 2015 | $69.8M | $69.8M | $0 | 10 | 200 |
| Mar 2015 | $69.8M | $69.8M | $0 | 10 | 200 |
| Jan 2015 | $19.3M | $19.3M | $0 | 12 | 1 |
| Jul 2014 | $19.3M | $19.3M | $0 | 12 | 1 |
| Apr 2014 | $19.3M | $19.3M | $0 | 12 | 1 |
| Apr 2014 | $19.3M | $19.3M | $0 | 12 | 1 |
| Mar 2014 | $19.3M | $19.3M | $0 | 12 | 1 |
| Oct 2013 | $3.7M | $3.7M | $0 | 12 | 1 |
| Mar 2011 | $0 | $0 | $0 | 10 | -- |
| Mar 2011 | $0 | $0 | $0 | 10 | -- |
| Jan 2011 | $0 | $0 | $0 | 10 | -- |
| Dec 2010 | $0 | $0 | $0 | 10 | -- |
| Aug 2010 | $0 | $0 | $0 | 10 | -- |
| May 2010 | $0 | $0 | $0 | 10 | -- |
| May 2010 | $0 | $0 | $0 | 10 | -- |
| Mar 2010 | $0 | $0 | $0 | 10 | -- |
| Jan 2010 | $0 | $0 | $0 | 10 | -- |
| Mar 2009 | $0 | $0 | $0 | 10 | -- |
DateJun 2025
Total AUM$222.6M
Discretionary$222.6M
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$222.6M
Discretionary$222.6M
Non-Disc.$0
Employees14
Clients0
DateNov 2024
Total AUM$179.5M
Discretionary$179.5M
Non-Disc.$0
Employees14
Clients0
DateJun 2024
Total AUM$179.5M
Discretionary$179.5M
Non-Disc.$0
Employees14
Clients0
DateJun 2024
Total AUM$179.5M
Discretionary$179.5M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$179.5M
Discretionary$179.5M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$184.1M
Discretionary$184.1M
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees15
Clients0
DateJul 2021
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees25
Clients0
DateJul 2021
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees25
Clients0
DateApr 2021
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees25
Clients0
DateMar 2021
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees25
Clients0
DateMar 2021
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees25
Clients0
DateJun 2020
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees23
Clients0
DateJun 2020
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees23
Clients0
DateMar 2020
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees23
Clients0
DateDec 2019
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees31
Clients0
DateNov 2019
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees31
Clients0
DateSep 2019
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees31
Clients0
DateSep 2019
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees31
Clients0
DateMar 2019
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees31
Clients0
DateJan 2019
Total AUM$178.6M
Discretionary$178.6M
Non-Disc.$0
Employees27
Clients0
DateNov 2018
Total AUM$178.6M
Discretionary$178.6M
Non-Disc.$0
Employees27
Clients0
DateSep 2018
Total AUM$178.6M
Discretionary$178.6M
Non-Disc.$0
Employees27
Clients0
DateMar 2018
Total AUM$178.6M
Discretionary$178.6M
Non-Disc.$0
Employees27
Clients0
DateMar 2017
Total AUM$685.2M
Discretionary$685.2M
Non-Disc.$0
Employees28
Clients1,500
DateJan 2017
Total AUM$305.3M
Discretionary$305.3M
Non-Disc.$0
Employees30
Clients700
DateSep 2016
Total AUM$305.3M
Discretionary$305.3M
Non-Disc.$0
Employees30
Clients700
DateMay 2016
Total AUM$305.3M
Discretionary$305.3M
Non-Disc.$0
Employees30
Clients700
DateMar 2016
Total AUM$305.3M
Discretionary$305.3M
Non-Disc.$0
Employees30
Clients700
DateDec 2015
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees10
Clients200
DateNov 2015
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees10
Clients200
DateNov 2015
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees10
Clients200
DateMar 2015
Total AUM$69.8M
Discretionary$69.8M
Non-Disc.$0
Employees10
Clients200
DateJan 2015
Total AUM$19.3M
Discretionary$19.3M
Non-Disc.$0
Employees12
Clients1
DateJul 2014
Total AUM$19.3M
Discretionary$19.3M
Non-Disc.$0
Employees12
Clients1
DateApr 2014
Total AUM$19.3M
Discretionary$19.3M
Non-Disc.$0
Employees12
Clients1
DateApr 2014
Total AUM$19.3M
Discretionary$19.3M
Non-Disc.$0
Employees12
Clients1
DateMar 2014
Total AUM$19.3M
Discretionary$19.3M
Non-Disc.$0
Employees12
Clients1
DateOct 2013
Total AUM$3.7M
Discretionary$3.7M
Non-Disc.$0
Employees12
Clients1
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--