{
  "crd_number": 317244,
  "slug": "compass-group-equity-partners-st-louis-mo-317244",
  "primary_business_name": "COMPASS GROUP EQUITY PARTNERS",
  "legal_name": "COMPASS GROUP MANAGEMENT, LLC",
  "dbas": [],
  "city": "St. Louis",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-12-16",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-05-07",
  "carried_forward": false,
  "raum_total": 801478841.0,
  "raum_discretionary": 801478841.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 26,
  "advisory_employees": 24,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 801478841.0,
      "count": 7
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MO"
  ],
  "websites": [
    "https://cgep.com",
    "https://linkedin.com/company/compass-group-equity-partners",
    "https://youtube.com/@compassgroupequitypartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317244",
  "city_as_filed": "ST. LOUIS",
  "url": "https://advisorcensus.com/firm/compass-group-equity-partners-st-louis-mo-317244",
  "display_name": "Compass Group Equity Partners",
  "summary": "Compass Group Equity Partners is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 7, 2026.",
  "citation": "AdvisorCensus. Compass Group Equity Partners (CRD 317244): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Compass Group Equity Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Compass Group Equity Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "What does Compass Group Equity Partners' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Compass Group Equity Partners located?",
      "a": "Compass Group Equity Partners' principal office is in St. Louis, MO, according to its Form ADV."
    },
    {
      "q": "Is Compass Group Equity Partners registered with the SEC or a state?",
      "a": "Compass Group Equity Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317244."
    },
    {
      "q": "How much does Compass Group Equity Partners manage?",
      "a": "Compass Group Equity Partners reports $801,478,841 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary)."
    },
    {
      "q": "How have Compass Group Equity Partners' assets and staff changed since 2022?",
      "a": "In the Form ADV data for Compass Group Equity Partners: Regulatory assets under management: $123,940,000 in the October 2022 data and $801,478,841 in the October 2026 data, up 547%. Total employees: 12 in October 2022 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Compass Group Equity Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7)."
    },
    {
      "q": "Does Compass Group Equity Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317244"
    },
    {
      "q": "What changed in Compass Group Equity Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 22 to 24."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 123940000.0,
      "total_employees": 12,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 346152979.0,
      "total_employees": 15,
      "filing_date": "2023-07-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 421342771.0,
      "total_employees": 18,
      "filing_date": "2024-05-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 823301883.0,
      "total_employees": 23,
      "filing_date": "2025-04-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 801478841.0,
      "total_employees": 26,
      "filing_date": "2026-05-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 22 to 24."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "tiers": [],
    "flat_rate": "2% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 2% of assets a year"
        ],
        "quotes": [
          "Until the earlier of the end of the Investment Period ... the Management Fee for each Limited Partner will generally equal 2% of such Limited Partner’s commitment."
        ]
      }
    ],
    "quotes": [
      "Until the earlier of the end of the Investment Period ... the Management Fee for each Limited Partner will generally equal 2% of such Limited Partner’s commitment."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/compass-group-equity-partners-st-louis-mo-317244.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 801478841.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317244",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}