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Compass Capital Management Inc

● SEC registered since 1988CRD 107823SEC# 801-32238Minneapolis, MN
Export (members)
Reg. AUM
$2.54B
Employees
22
Accounts
1,661
Location
Minneapolis, MN

Compass Capital Management Inc assets under management

Compass Capital Management Inc is a registered investment adviser overseen by the SEC based in Minneapolis, MN. The firm has been registered since 1988. It reports $2.5 billion in regulatory assets under management and employs 22 people.

Compass Capital Management Inc owners & executives

7 reported
NameTitleOwnershipSince
Charles Kelley ControlPrincipal/Founder50-75%1988
Christopher Charles Kelley ControlDirectorUnder 5%2017
Emily B KelleyTrustee Of The Emily B. Kelley Family Irrevocable Trust10-25%2018
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Frequently asked questions

How much does Compass Capital Management Inc manage?

Compass Capital Management Inc reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Compass Capital Management Inc have?

Compass Capital Management Inc reports 22 employees.

Where is Compass Capital Management Inc located?

Compass Capital Management Inc is based in Minneapolis, MN and has been SEC-registered since 1988.

Does Compass Capital Management Inc disclose fund performance?

Compass Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address706 Second Avenue South, Suite 400, Minneapolis, MN 55402
Phone612-338-4051
Fax612-339-1304
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.36B
Non-discretionary$178.5M
Total (RAUM)$2.54B