CRD: 305680
Compass Group Investments Solutions LLC
$526.8M Total AUM
$441.8M Disc. AUM
17.5% 3Y CAGR
17 Employees
148 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Banque Pictet ยท Pershing
- Clients
- Retail
- Platforms
- Horizon pathwayPioneer north +more
- Established Date
- 08-01-2019
- Office Locations
- 2
Office Locations
1441 Brickell Avenue Suite 1430 Miami FL
601 Brickell KEY Drive Suite 743 Miami FL
About Compass Group Investments Solutions LLC
Compass Group Investments Solutions LLC is a Miami-based RIA with 2 offices. The firm has been operating for 6 years. Managing $526.8M in total assets under management, with 4 advisory representatives. They custody assets with Banque Pictet and Pershing. Services offered include Asset Management.
Team overview
-- AVG AGE
$131.7M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
5.8 yrs AVG TENURE
17 Employees
4 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Bridge ember Eagle Foundation Unison Unison legacy Eagle Meridian
Client Personas
Focus
Custodian
Fusion Signal Summit Pioneer matrix
Investment Themes
Bridge Matrix pathway Vital vertex
Investment Vehicles
Delta Oak signal
Platform
Momentum insight
Services
Quantum
Technology
Alpha Radial Oak oak Pioneer
Owner & Executives
P
PEDRO GERARDO ALVIZUA
Chief Compliance Officer
- CRD
- #6441839
- Ownership
- Less than 5%
(900) 251-6978
horizon.wave@momentumcapital.com
in linkedin.com/in/pioneer-crest
P
PHILLIP STOCKINS
HEAD OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
(471) 313-3177
signal.pioneer@momentumcapital.com
in linkedin.com/in/vertex-wave
P
Prime value
Harbor wave
- CRD
- #78944
- Ownership
- 3.2%
(457) 837-4390
capital.legacy@atlascapital.com
in linkedin.com/in/crest-horizon
Showing 2 of 3 owners & executives
Unlock allContacts
J
Juan Cristobal Figueroa Fresard
--
- CRD
- #6676291
(988) 875-1226
eagle.insight@alphacapital.com
in linkedin.com/in/signal-timber
J
JUAN FELIPE RODRIGUEZ OSORIO
--
- CRD
- #4674397
(273) 542-2039
pioneer.focus@northcapital.com
in linkedin.com/in/prime-ridge
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $441,849,747 | $4,374,750 |
| Non-Discretionary | $84,973,490 | $1,807,947 |
| Total | $526,823,237 | $3,559,616 |
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Separately Managed Accounts
Total SMA Asset: $526,823,237
Equity - Exchange:
13.0% U.S. Government/Agency:
15.8% Private Funds:
23.8% Sovereign Bonds:
18.8% Cash:
9.2% Corporate - Non-Investment Grade:
8.3% Corporate - Investment Grade:
11.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,100,934,035 | 13.0% |
| U.S. Government/Agency | $1,338,058,288 | 15.8% |
| Private Funds | $2,015,556,156 | 23.8% |
| Sovereign Bonds | $1,592,119,988 | 18.8% |
| Cash | $779,122,548 | 9.2% |
| Corporate - Non-Investment Grade | $702,904,037 | 8.3% |
| Corporate - Investment Grade | $940,028,291 | 11.1% |
| Total | $8,468,723,343 | 100.0% |