Compass Investments LLC
Compass Investments LLC is an SEC-registered mass-market adviser in Pittsburgh, PA with $93.2M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Compass Investments LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141323, SEC 801-67114, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $93.2M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Pittsburgh, PA
- Employees
- 5
- Clients
- 176
- CRD
- 141323
- Ownership
- REED, JULIA, CONSTANCE; Oakes, Ryan, Christopher; Knecht, Olivia, Sue; Owens, Concetta, Catherine; ZGRAJEWICZ, EMILIE, SWAYZE
How much AUM does Compass Investments LLC have?
Compass Investments LLC reported $93.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Compass Investments LLC?
Disclosed owners and executives of Compass Investments LLC include REED, JULIA, CONSTANCE, Oakes, Ryan, Christopher, Knecht, Olivia, Sue, Owens, Concetta, Catherine, ZGRAJEWICZ, EMILIE, SWAYZE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.