CRD: 145420
Equitycompass Investment Management, LLC
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- Custodian
- Stifel
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-08-2008
- Office Locations
- 5
Office Locations
About Equitycompass Investment Management, LLC
EquityCompass Investment Management partners with financial advisors, providing research-driven portfolio strategies for retirement withdrawals, wealth accumulation, and balanced asset allocation. Offerings span dividend and global equity portfolios plus fixed income and municipal income approaches built primarily with ETFs (and select closed-end funds). A tactical equity risk management strategy adjusts equity exposure to help manage downside risk and volatility.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT GEORGE HAGSTROM JR
Chief Investment Officer, Senior Portfolio Manager
- CRD
- #1175438
- Ownership
- Less than 5%
CHRISTOPHER MARK MUTASCIO
VICE PRESIDENT
- CRD
- #2917954
- Ownership
- Less than 5%
Element focus
Quantum delta alpha
- CRD
- #73786
- Ownership
- 19.8%
Showing 2 of 5 owners & executives
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BERNARD JOSEPH KAVANAGH III
Senior Portfolio Manager
- CRD
- #2496007
TIMOTHY MICHAEL MCCANN
Senior Portfolio Manager
- CRD
- #2836429
Focus timber
Harbor north
- CRD
- #52555
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,909,965 | $1,355,276 |
| Non-Discretionary | $0 | -- |
| Total | $220,909,965 | $1,355,276 |
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Separately Managed Accounts
Total SMA Asset: $220,909,965
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $465,660,704 | 26.8% |
| Equity - Exchange | $608,138,979 | 35.0% |
| Cash | $663,740,257 | 38.2% |
| Total | $1,737,539,940 | 100.0% |
13F Holdings | Q4 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY OPTIMA | MERIDIAN TIMBER | H9JCQ4NW5 | QIVL | 6.60% | $34,539,440 |
| GLACIER VALUE | ZENITH CATALYST | RHEAWBH7Q | UXKSY | 4.54% | $113,600,294 |
| FOCUS EMBER | ZENITH ZENITH | YNH3D9M5K | CCHBX | 5.62% | $41,405,456 |
| OAK VERTEX | ATLAS MATRIX | MDCV6TFBL | RFHN | 10.79% | $108,306,153 |
| INSIGHT BEACON BRIDGE | PIONEER FOUNDATION | BPI01FU6C | ARI | 8.04% | $9,806,367 |
| LEGACY UNISON | DELTA WAVE | QF31PVCGH | RGB | 2.18% | $68,107,791 |
| MERIDIAN OAK | PEAK BEACON | UTUT6NU9G | BJX | 1.42% | $78,637,280 |
| PIONEER ELEMENT DELTA | ATLAS ALPHA | 7Q389LC58 | RRKLU | 6.47% | $68,127,818 |