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COMPASS GROUP INVESTMENTS SOLUTIONS LLC
CRD 305680File 801-117486
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.