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COMPASS GROUP EQUITY PARTNERS

ST. LOUIS, MO · CRD 317244 · IAPD ↗ · 314-721-2800

$801.5MRegulatory AUM
24Advisory reps
26Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — COMPASS GROUP EQUITY PARTNERS crossed $500M in regulatory AUM ($421.3M -> $823.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
57
April 2025 — COMPASS GROUP EQUITY PARTNERS grew from 18 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
59
April 2024 — COMPASS GROUP EQUITY PARTNERS grew from 12 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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