COMPASS ROSE INVESTMENTS, LLC
Legal name: COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT
CRD #286628 SEC #801-118174 PORTSMOUTH, NH 603-319-8211
SEC Registered
Total AUM
$104M
Discretionary
$100M
Employees
4
Clients
101
Accounts
602
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $104M | $100M | $4.1M | 4 | 0 |
| Feb 2023 | $130.8M | $124M | $6.9M | 4 | 0 |
| Mar 2022 | $130.8M | $124M | $6.9M | 4 | 0 |
| Nov 2021 | $118.3M | $110.1M | $8.2M | 2 | 0 |
| Feb 2021 | $118.3M | $110.1M | $8.2M | 2 | 0 |
| Jan 2021 | $94.5M | $87.3M | $7.2M | 3 | 0 |
| Aug 2020 | $94.5M | $87.3M | $7.2M | 2 | 0 |
| May 2020 | $100.1M | $91.9M | $8.2M | 3 | 0 |
| May 2020 | $100.1M | $91.9M | $8.2M | 3 | 0 |
| Apr 2020 | $100.1M | $91.9M | $8.2M | 3 | 0 |
| Mar 2020 | $100.1M | $91.9M | $8.2M | 3 | 0 |
| Feb 2020 | $100.1M | $91.9M | $8.2M | 3 | 0 |
DateMar 2023
Total AUM$104M
Discretionary$100M
Non-Disc.$4.1M
Employees4
Clients0
DateFeb 2023
Total AUM$130.8M
Discretionary$124M
Non-Disc.$6.9M
Employees4
Clients0
DateMar 2022
Total AUM$130.8M
Discretionary$124M
Non-Disc.$6.9M
Employees4
Clients0
DateNov 2021
Total AUM$118.3M
Discretionary$110.1M
Non-Disc.$8.2M
Employees2
Clients0
DateFeb 2021
Total AUM$118.3M
Discretionary$110.1M
Non-Disc.$8.2M
Employees2
Clients0
DateJan 2021
Total AUM$94.5M
Discretionary$87.3M
Non-Disc.$7.2M
Employees3
Clients0
DateAug 2020
Total AUM$94.5M
Discretionary$87.3M
Non-Disc.$7.2M
Employees2
Clients0
DateMay 2020
Total AUM$100.1M
Discretionary$91.9M
Non-Disc.$8.2M
Employees3
Clients0
DateMay 2020
Total AUM$100.1M
Discretionary$91.9M
Non-Disc.$8.2M
Employees3
Clients0
DateApr 2020
Total AUM$100.1M
Discretionary$91.9M
Non-Disc.$8.2M
Employees3
Clients0
DateMar 2020
Total AUM$100.1M
Discretionary$91.9M
Non-Disc.$8.2M
Employees3
Clients0
DateFeb 2020
Total AUM$100.1M
Discretionary$91.9M
Non-Disc.$8.2M
Employees3
Clients0