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COMPASS GROUP LLC

NEW YORK, NY · CRD 108772 · IAPD ↗ · cgcompass.com · 212-355-7630

$1.65BRegulatory AUM
10Advisory reps
19Employees
0Clients
0Planning clients
7Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — COMPASS GROUP LLC reported RAUM up 41% ($1.18B -> $1.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2025 — COMPASS GROUP LLC reported RAUM down 44% ($2.12B -> $1.18B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2024 — COMPASS GROUP LLC reported RAUM down 30% ($3.05B -> $2.12B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — COMPASS GROUP LLC shrank from 15 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.