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COMPASS GROUP MANAGEMENT LLC
CRD 168422File 801-78327
APPROVED
Custody
Disclosure events
Filing as of Jul 14, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 46 | 25 | decreased by21 |
| Apr 1, 2026 | AUM | $4,052,422,000 | $3,039,184,000 | decreased by$1,013,238,000 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 46 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 0 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,144,261,000 | $4,052,422,000 | increased by$908,161,000 |
| Apr 1, 2022 | Employees | 32 | 37 | increased by5 |
| Apr 1, 2022 | AUM | $2,598,518,000 | $3,144,261,000 | increased by$545,743,000 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COMPASS GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMPASS GROUP” may also match similarly-named firms). Confirm identity against each filing.
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.