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Compass Investment Advisers, LLC

● SEC registered since 2024CRD 131933SEC# 801-131278Portland, OR
Export (members)
Reg. AUM
$103.1M
Employees
2
Accounts
247
Location
Portland, OR

Compass Investment Advisers, LLC assets under management

Compass Investment Advisers, LLC is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2024. It reports $103.1 million in regulatory assets under management and employs 2 people.
compassadv.netView on SEC.gov ↗

Compass Investment Advisers, LLC owners & executives

1 reported
NameTitleOwnershipSince
Paul Francis Vermilya ControlManaging Member; Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Compass Investment Advisers, LLC manage?

Compass Investment Advisers, LLC reports $103.1 million in regulatory assets under management on its Form ADV.

How many employees does Compass Investment Advisers, LLC have?

Compass Investment Advisers, LLC reports 2 employees.

Where is Compass Investment Advisers, LLC located?

Compass Investment Advisers, LLC is based in Portland, OR and has been SEC-registered since 2024.

Does Compass Investment Advisers, LLC disclose fund performance?

Compass Investment Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4475 SW Scholls Ferry Rd, Suite 270, Portland, OR 97225-1958
Phone503-473-8422
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$96.1M
Non-discretionary$7M
Total (RAUM)$103.1M