Compass Group Investments Solutions LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 31, 2026, reports $527M in regulatory assets under management, 17 employees, and 148 accounts.
Assets Under Management
$527M
Employees
17
Offices
--
Total Clients
148
Primary office
MIAMI, FL
1441 BRICKELL AVENUE, SUITE 1430, MIAMI, FL, United States
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
148
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$527Mas of March 31, 2026
Discretionary83.9%
$442M
84% of total RAUM83.9%
Non-discretionary16.1%
$85M
16% of total RAUM16.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$527M
Total Accounts148
10Y AUM Change+$527M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee9:1
10Y Employee Change+17
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.