The COMPASS CAPITAL MANAGEMENT GROUP is a privately held investment adviser that advises $671.43mn in regulatory assets under management held in 3 SEC fund types across 2 investment strategies. COMPASS CAPITAL MANAGEMENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 374.24% over the last 5-years.
The Group has been registered with the SEC for 5.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4546 EL CAMINO REAL B10 #1013, LOS ALTOS, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 9 investment and 4 non-investment staff. The total number of Employees increased by 62.5% over the last 5-years.
Their $671.43mn in assets advised are owned by 20 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $624.74mn or 93.05% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $25.75mn or 3.84% of Total Assets.
The Group's top investment strategies include Traditional LBO and Multi Strat, representing 78.11% and 21.89% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $13.95mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
COMPASS CAPITAL MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.