The CANTER COMPASS INVESTMENTS is a privately held investment adviser that advises $1.67Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. CANTER COMPASS INVESTMENTS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 577.28% over the last 5-years.
The Group has been registered with the SEC for 10.96 years and is comprised of 3 filing and 0 relying advisers. They operate out of 16 office locations with their Headquarters at NW CORNER OCEAN AVENUE AND MISSION STREET SECOND LEVEL, CARMEL, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 46 employees comprised of 39 investment and 7 non-investment staff. The total number of Employees increased by 557.14% over the last 5-years.
Their $1.67Bn in assets advised are owned by 0 private funds, 4 public funds and BDCs and 288 other accounts. Assets of High Net Worth Individuals clients own $549.53mn or 32.86% of Total Assets and Individuals own $528.52mn or 31.6% of Total Assets.
The Group's top investment strategies include Long/Short Equity and FI/Credit - Diverse, representing 86.25% and 13.75% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
CANTER COMPASS INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.