COMPASS GROUP MANAGEMENT LLC
CRD #168422 SEC #801-78327 WESTPORT, CT 203.221.1703
SEC Registered Disclosures
Total AUM
$4.1B
Discretionary
$0
Employees
46
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4.1B | $0 | $4.1B | 46 | 1 |
| Sep 2025 | $4.1B | $0 | $4.1B | 46 | 1 |
| Sep 2025 | $4.1B | $0 | $4.1B | 46 | 1 |
| Jul 2025 | $4.1B | $0 | $4.1B | 46 | 1 |
| Jun 2025 | $4.1B | $0 | $4.1B | 46 | 1 |
| Jun 2025 | $4.1B | $0 | $4.1B | 46 | 1 |
| Mar 2025 | $4.1B | $0 | $4.1B | 46 | 1 |
| Mar 2024 | $3.8B | $0 | $3.8B | 42 | 1 |
| Mar 2023 | $3.8B | $0 | $3.8B | 41 | 1 |
| Mar 2022 | $3.1B | $0 | $3.1B | 37 | 1 |
| Mar 2021 | $2.6B | $0 | $2.6B | 32 | 1 |
| Mar 2020 | $1.9B | $0 | $1.9B | 30 | 1 |
| Mar 2019 | $919.3M | $0 | $919.3M | 27 | 1 |
| Mar 2018 | $926M | $0 | $926M | 28 | 1 |
| Mar 2017 | $919.6M | $0 | $919.6M | 27 | 1 |
| Mar 2017 | $903.4M | $0 | $903.4M | 25 | 1 |
| Mar 2016 | $903.4M | $0 | $903.4M | 25 | 1 |
| Jan 2016 | $834.8M | $0 | $834.8M | 24 | 1 |
| Jun 2015 | $834.8M | $0 | $834.8M | 24 | 1 |
| Mar 2015 | $834.8M | $0 | $834.8M | 24 | 1 |
| Mar 2014 | $589.6M | $0 | $589.6M | 27 | 1 |
| Jul 2013 | $567.2M | $0 | $567.2M | 26 | 1 |
DateNov 2025
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees46
Clients1
DateSep 2025
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees46
Clients1
DateSep 2025
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees46
Clients1
DateJul 2025
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees46
Clients1
DateJun 2025
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees46
Clients1
DateJun 2025
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees46
Clients1
DateMar 2025
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees46
Clients1
DateMar 2024
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees42
Clients1
DateMar 2023
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees41
Clients1
DateMar 2022
Total AUM$3.1B
Discretionary$0
Non-Disc.$3.1B
Employees37
Clients1
DateMar 2021
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees32
Clients1
DateMar 2020
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees30
Clients1
DateMar 2019
Total AUM$919.3M
Discretionary$0
Non-Disc.$919.3M
Employees27
Clients1
DateMar 2018
Total AUM$926M
Discretionary$0
Non-Disc.$926M
Employees28
Clients1
DateMar 2017
Total AUM$919.6M
Discretionary$0
Non-Disc.$919.6M
Employees27
Clients1
DateMar 2017
Total AUM$903.4M
Discretionary$0
Non-Disc.$903.4M
Employees25
Clients1
DateMar 2016
Total AUM$903.4M
Discretionary$0
Non-Disc.$903.4M
Employees25
Clients1
DateJan 2016
Total AUM$834.8M
Discretionary$0
Non-Disc.$834.8M
Employees24
Clients1
DateJun 2015
Total AUM$834.8M
Discretionary$0
Non-Disc.$834.8M
Employees24
Clients1
DateMar 2015
Total AUM$834.8M
Discretionary$0
Non-Disc.$834.8M
Employees24
Clients1
DateMar 2014
Total AUM$589.6M
Discretionary$0
Non-Disc.$589.6M
Employees27
Clients1
DateJul 2013
Total AUM$567.2M
Discretionary$0
Non-Disc.$567.2M
Employees26
Clients1