Investment adviser · CRD 130459
COMPASS ANALYTICS, LLC
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Jun 11, 2021
- Regulatory AUM
- $34.2B Form ADV · Item 5.F
- Client accounts
- 54 Accounts, not individual clients
- Employees
- 97 Reported in this filing
- Advisory professionals
- 27 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 38 | $25,388,633,799 | 74.2% |
| Banks & thrifts | 15 | $8,633,679,469 | 25.2% |
| Government entities | 1 | $183,076,024 | 0.5% |
Filing source
Form ADV 1546986 · Jun 11, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 11, 2021. View historical filings
Reported services
Not reported in these imported fields
Compensation
Fixed
Principal office
580 CALIFORNIA STREET, SUITE 1725SAN FRANCISCO, CA, 94104, United States
CRD 130459
Filing source
Form ADV 1546986 · Jun 11, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.