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Equitycompass Investment Management, LLC

● SEC registered since 2008CRD 145420SEC# 801-69131Baltimore, MD
Export (members)
Reg. AUM
$222.6M
Employees
14
Accounts
158
Location
Baltimore, MD

Equitycompass Investment Management, LLC assets under management

Equitycompass Investment Management, LLC is an SEC-registered investment adviser based in Baltimore, MD. The firm has been registered since 2008. It reports $222.6 million in regulatory assets under management and employs 14 people.

Equitycompass Investment Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Avi L Stein ControlChief Financial OfficerUnder 5%2020
Bobby (nmn) Thomas ControlVice PresidentUnder 5%2015
Christopher Mark Mutascio ControlVice PresidentUnder 5%2018
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Frequently asked questions

How much does Equitycompass Investment Management, LLC manage?

Equitycompass Investment Management, LLC reports $222.6 million in regulatory assets under management on its Form ADV.

How many employees does Equitycompass Investment Management, LLC have?

Equitycompass Investment Management, LLC reports 14 employees.

Where is Equitycompass Investment Management, LLC located?

Equitycompass Investment Management, LLC is based in Baltimore, MD and has been SEC-registered since 2008.

Does Equitycompass Investment Management, LLC disclose fund performance?

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

Contact & registration

AddressOne South Street, 25th Floor, Baltimore, MD 21202
Phone443-224-1231
Fax443-224-1394
Office hours8a.m. - 5p.m. Est
SEC regionPhiladelphia Regional Office (PLRO)
CIK1442676
Discloses disciplinary historyNo

Assets under management

Discretionary$222.6M
Non-discretionary$0
Total (RAUM)$222.6M