| Name | Title | Ownership | Since |
|---|---|---|---|
| Olivia Sue Knecht Control | Principal | Over 75% | 2022 |
| Ryan Christopher Oakes | Chief Compliance Officer | Under 5% | 2023 |
Compass Investments LLC reports $85.3 million in regulatory assets under management on its Form ADV.
Compass Investments LLC reports 5 employees.
Compass Investments LLC is based in Pittsburgh, PA and has been SEC-registered since 2006.
Compass Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2681 Sidney Street, Suite 150, Pittsburgh, PA 15203 |
| Phone | 570-916-2208 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $85.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $85.3M |