Investment adviser · CRD 107002
COMPTON CAPITAL MANAGEMENT INC
Investment adviser filing (IA)
PROVIDENCE, RI, United States · Form ADV filed Apr 17, 2023
- Regulatory AUM
- $202M Form ADV · Item 5.F
- Client accounts
- 153 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| High-net-worth individuals | 81 | $168,479,822 | 83.5% |
| Individuals | 63 | $19,187,475 | 9.5% |
| Retirement plans | 6 | $10,654,468 | 5.3% |
| Charities | 2 | $2,806,242 | 1.4% |
| Corporations & businesses | 1 | $596,059 | 0.3% |
Filing source
Form ADV 1752817 · Apr 17, 2023 · 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: Apr 17, 2023. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
155 WESTMINSTER STREET, SUITE 1100PROVIDENCE, RI, 02903, United States
CRD 107002
Filing source
Form ADV 1752817 · Apr 17, 2023 · 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.