Compass Group Investments Solutions LLC
Compass Group Investments Solutions LLC is an SEC-registered wealth manager in Miami, FL with $526.8M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Compass Group Investments Solutions LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305680, SEC 801-117486, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $526.8M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Miami, FL
- Employees
- 17
- Clients
- 148
- CRD
- 305680
- Ownership
- ALVIZUA, PEDRO, GERARDO; VIDAL GOMEZ, ANABEL, LOLITA; BENARES, GERARD, JOHN; COMPASS GROUP HOLDINGS INC.; STOCKINS, PHILLIP
How much AUM does Compass Group Investments Solutions LLC have?
Compass Group Investments Solutions LLC reported $526.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Compass Group Investments Solutions LLC?
Disclosed owners and executives of Compass Group Investments Solutions LLC include ALVIZUA, PEDRO, GERARDO, VIDAL GOMEZ, ANABEL, LOLITA, BENARES, GERARD, JOHN, COMPASS GROUP HOLDINGS INC., STOCKINS, PHILLIP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.