COMPASS GROUP INVESTMENTS SOLUTIONS LLC
CRD #305680 SEC #801-117486 MIAMI, FL 305-358-7052
SEC Registered
Total AUM
$457.7M
Discretionary
$399M
Employees
13
Clients
--
Accounts
144
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $457.7M | $399M | $58.7M | 13 | 0 |
| Mar 2025 | $457.7M | $399M | $58.7M | 13 | 0 |
| Nov 2024 | $394.3M | $351.4M | $42.9M | 15 | 9 |
| Mar 2024 | $394.3M | $351.4M | $42.9M | 15 | 9 |
| May 2023 | $333.7M | $298.1M | $35.6M | 16 | 0 |
| Mar 2023 | $333.7M | $298.1M | $35.6M | 16 | 0 |
| Mar 2022 | $311.4M | $300.4M | $10.9M | 15 | 0 |
| Jan 2022 | $259.6M | $258.4M | $1.2M | 10 | 0 |
| Mar 2021 | $259.6M | $258.4M | $1.2M | 10 | 0 |
| Sep 2020 | $144.1M | $144.1M | $0 | 8 | 0 |
| Jun 2020 | $144.1M | $144.1M | $0 | 8 | 0 |
| Feb 2020 | $144.1M | $144.1M | $0 | 8 | 0 |
DateSep 2025
Total AUM$457.7M
Discretionary$399M
Non-Disc.$58.7M
Employees13
Clients0
DateMar 2025
Total AUM$457.7M
Discretionary$399M
Non-Disc.$58.7M
Employees13
Clients0
DateNov 2024
Total AUM$394.3M
Discretionary$351.4M
Non-Disc.$42.9M
Employees15
Clients9
DateMar 2024
Total AUM$394.3M
Discretionary$351.4M
Non-Disc.$42.9M
Employees15
Clients9
DateMay 2023
Total AUM$333.7M
Discretionary$298.1M
Non-Disc.$35.6M
Employees16
Clients0
DateMar 2023
Total AUM$333.7M
Discretionary$298.1M
Non-Disc.$35.6M
Employees16
Clients0
DateMar 2022
Total AUM$311.4M
Discretionary$300.4M
Non-Disc.$10.9M
Employees15
Clients0
DateJan 2022
Total AUM$259.6M
Discretionary$258.4M
Non-Disc.$1.2M
Employees10
Clients0
DateMar 2021
Total AUM$259.6M
Discretionary$258.4M
Non-Disc.$1.2M
Employees10
Clients0
DateSep 2020
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees8
Clients0