Firm profile

COMPASS GROUP EQUITY PARTNERS

ST. LOUIS, MOCRD 317244Latest ADV March 24, 2026

Compass Group Equity Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.

Assets Under Management
$801M
Employees
26
Offices
--
Total Clients
7
Primary office
ST. LOUIS, MO
7701 FORSYTH BLVD, SUITE 700, ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOKatie D. Cason
CFOKatie D. Cason

Advisory services offered

2 types reported
Other advisory services
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
7

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$801Mas of March 24, 2026
Discretionary100.0%
$801M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$801M
Total Accounts8
10Y AUM Change+$801M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees26
Clients per Employee0:1
10Y Employee Change+14 (+116.7%)

* 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.