COMPASS EQUITY ADVISORS LLC
CRD #165736 SEC #802-77486 SAN FRANCISCO, CA (628) 218-7979
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Dec 11, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERQUIST, JON, ROBERT | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BERQUIST, JON, ROBERT | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BRAXTON, ALAN, RAYNARD | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BRAXTON, ALAN, RAYNARD | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BRAXTON, ALAN, RAYNARD | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| BRAXTON, ALAN, RAYNARD | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| CO, DESIDERIO, G. | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| PETERSON, PATRICIA, FAIGAO | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| TRICE, MARKUS | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| TRICE, MARKUS | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| TRICE, MARKUS | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| TRICE, MARKUS | I | MANAGER AND AUTHORIZED OFFICER | NA | Control |
| ALAN R. BRAXTON TRUST | DE | MEMBER | C | Control |
| ALAN R. BRAXTON TRUST | DE | MEMBER | C | Control |
| ALAN R. BRAXTON TRUST | DE | MEMBER | C | Control |
| ALAN R. BRAXTON TRUST | DE | MEMBER | C | Control |
| KB SQUARE LLC | DE | MEMBER | C | Control |
| KB SQUARE LLC | DE | MEMBER | C | Control |
| KB SQUARE LLC | DE | MEMBER | C | Control |
| KB SQUARE LLC | DE | MEMBER | C | Control |
| KB SQUARE LLC | DE | MEMBER | C | Control |
| KB SQUARE LLC | DE | MEMBER | C | Control |
| KB SQUARE LLC | DE | MEMBER | C | Control |
| KB SQUARE LLC | DE | MEMBER | C | Control |
| KB SQUARE LLC | DE | MEMBER | C | Control |
| KB SQUARE LLC | DE | MEMBER | C | Control |
| KB SQUARE LLC | DE | MEMBER | C | Control |
| KB SQUARE LLC | DE | MEMBER | C | Control |
| MILAGRO GROUP LLC | DE | MEMBER | C | |
| MILAGRO GROUP LLC | DE | MEMBER | C | Control |
| MILAGRO GROUP LLC | DE | MEMBER | C | Control |
| MILAGRO GROUP LLC | DE | MEMBER | C | Control |
| MILAGRO GROUP LLC | DE | MEMBER | C | Control |
| MILAGRO GROUP LLC | DE | MEMBER | C | Control |
| MILAGRO GROUP LLC | DE | MEMBER | C | Control |
| MILAGRO GROUP LLC | DE | MEMBER | C | Control |
| OLD REDWOOD PARTNERS LLC | DE | MEMBER | C | Control |
| OLD REDWOOD PARTNERS LLC | DE | MEMBER | C | Control |
| OLD REDWOOD PARTNERS LLC | DE | MEMBER | C | Control |
| OLD REDWOOD PARTNERS LLC | DE | MEMBER | C | Control |
| J. BRADFORD PARTNERS LLC | DE | MEMBER | B | Control |
| J. BRADFORD PARTNERS LLC | DE | MEMBER | B | Control |
| J. BRADFORD PARTNERS LLC | DE | MEMBER | B | Control |
| J. BRADFORD PARTNERS LLC | DE | MEMBER | B | Control |
| J. BRADFORD PARTNERS LLC | DE | MEMBER | B | Control |
| J. BRADFORD PARTNERS LLC | DE | MEMBER | B | Control |
| J. BRADFORD PARTNERS LLC | DE | MEMBER | B | Control |
| J. BRADFORD PARTNERS LLC | DE | MEMBER | B | Control |
| MILAGRO GROUP LLC | DE | MEMBER | B | |
| MILAGRO GROUP LLC | DE | MEMBER | B | |
| MILAGRO GROUP LLC | DE | MEMBER | B | |
| MILAGRO GROUP LLC | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BERQUIST, JON, ROBERT | I | KB SQUARE LLC | E | Control |
| BRAXTON, ALAN, RAYNARD | I | ALAN R. BRAXTON TRUST | E | Control |
| BRAXTON, ALAN, RAYNARD | I | ALAN R. BRAXTON TRUST | E | Control |
| BRAXTON, ALAN, RAYNARD | I | ALAN R. BRAXTON TRUST | E | Control |
| BRAXTON, ALAN, RAYNARD | I | ALAN R. BRAXTON TRUST | E | Control |
| TRICE, MARKUS | I | OLD REDWOOD PARTNERS LLC | E | Control |
| TRICE, MARKUS | I | OLD REDWOOD PARTNERS LLC | E | Control |
| TRICE, MARKUS | I | OLD REDWOOD PARTNERS LLC | E | Control |
| TRICE, MARKUS | I | OLD REDWOOD PARTNERS LLC | E | Control |
| BENNETT, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, DESIDERIO, G. | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| CO, LAURA, JOAN | I | MILAGRO GROUP LLC | D | Control |
| PETERSON, PATRICIA, FAIGAO | I | J. BRADFORD PARTNERS LLC | D | Control |
| PETERSON, PATRICIA, FAIGAO | I | J. BRADFORD PARTNERS LLC | D | Control |
| PETERSON, PATRICIA, FAIGAO | I | J. BRADFORD PARTNERS LLC | D | Control |
| PETERSON, TROY, ANTHONY | I | J. BRADFORD PARTNERS LLC | D | Control |
| PETERSON, TROY, ANTHONY | I | J. BRADFORD PARTNERS LLC | D | Control |
| PETERSON, PATRICIA, FAIGAO | I | J. BRADFORD PARTNERS LLC | C | Control |
| PETERSON, PATRICIA, FAIGAO | I | J. BRADFORD PARTNERS LLC | C | Control |
| PETERSON, PATRICIA, FAIGAO | I | J. BRADFORD PARTNERS LLC | C | Control |
| PETERSON, PATRICIA, FAIGAO | I | J. BRADFORD PARTNERS LLC | C | Control |
| PETERSON, PATRICIA, FAIGAO | I | J. BRADFORD PARTNERS LLC | C | Control |
Registrations
Federal
ERA
Dec 11, 2019 REGISTERED
Address
240 STOCKTON STREET7TH FLOOR
SAN FRANCISCO, CA 94108-5324
United States
Phone: (628) 218-7979