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COMPASS GROUP MANAGEMENT LLC
CRD 168422File 801-78327
APPROVED
Custody
Disclosure events
Filing as of Jul 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.04B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $3.04B
Clients
0
1 accounts
Employees
25
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 14, 2013
- Principal office
- 301 RIVERSIDE AVENUE, 2ND FLOOR, WESTPORT, CT, 06880
- Phone
- 203.221.1703
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.04B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $3.04B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.04B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.