# Compass Group Equity Partners

> 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.

- CRD: 317244
- Filed as: COMPASS GROUP EQUITY PARTNERS
- Legal name: Compass Group Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317244
- AdvisorCensus page: https://advisorcensus.com/firm/compass-group-equity-partners-st-louis-mo-317244

## Quick answers

**How is Compass Group Equity Partners compensated?**
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.

**How much does Compass Group Equity Partners charge?**
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.

**Where is Compass Group Equity Partners located?**
Compass Group Equity Partners' principal office is in St. Louis, MO, according to its Form ADV.

**Is Compass Group Equity Partners registered with the SEC or a state?**
Compass Group Equity Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317244.

**How much does Compass Group Equity Partners manage?**
Compass Group Equity Partners reports $801,478,841 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary).

**How have Compass Group Equity Partners' assets and staff changed since 2022?**
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.

**What types of clients does Compass Group Equity Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Compass Group Equity Partners report any disciplinary disclosures?**
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

**What changed in Compass Group Equity Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 22 to 24.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: 2% of assets a year

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $801,478,841
- Discretionary: $801,478,841
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $801,478,841 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2021 (4 years)
- Employees: 26 total, 24 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cgep.com
- LinkedIn @compass-group-equity-partners
- YouTube @compassgroupequitypartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $123,940,000 | 12 | March 21, 2022 |
| October 2023 | $346,152,979 | 15 | July 24, 2023 |
| October 2024 | $421,342,771 | 18 | May 24, 2024 |
| October 2025 | $823,301,883 | 23 | April 25, 2025 |
| October 2026 | $801,478,841 | 26 | May 7, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 22 to 24.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compass Group Equity Partners (CRD 317244): Form ADV filing data as of October 2026.