← Directory
COMPASS GROUP INVESTMENTS SOLUTIONS LLC
CRD 305680File 801-117486
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$526.8M
Above cohort median (national)
Discretionary AUM
$441.8M
Non-discretionary $85.0M
Clients
148
148 accounts
Employees
17
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 11, 2019
- Principal office
- 1441 BRICKELL AVENUE, SUITE 1430, MIAMI, FL, 33131
- Phone
- 305-358-7052
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $526.8M
- Discretionary AUM
- $441.8M
- Non-discretionary AUM
- $85.0M
- Discretionary accounts
- 101
- Non-discretionary accounts
- 47
- Total accounts
- 148
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 148 | $526.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REPORTING SERVICE FEES
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 17 | increased by4 |
| Apr 1, 2026 | Clients | 144 | 148 | increased by4 |
| Apr 1, 2026 | AUM | $457,734,846 | $526,823,237 | increased by$69,088,391 |
| Apr 1, 2026 | Accounts | 144 | 148 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 13 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 49 | 144 | increased by95 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $311,366,384 | $457,734,846 | increased by$146,368,462 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 49 | 144 | increased by95 |
| Apr 1, 2022 | Employees | 10 | 15 | increased by5 |
| Apr 1, 2022 | Clients | 27 | 49 | increased by22 |
| Apr 1, 2022 | AUM | $259,623,626 | $311,366,384 | increased by$51,742,758 |
| Apr 1, 2022 | Accounts | 38 | 49 | increased by11 |
| 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.