# Compass Group Investments Solutions LLC

> Compass Group Investments Solutions LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 305680
- Filed as: COMPASS GROUP INVESTMENTS SOLUTIONS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305680
- AdvisorCensus page: https://advisorcensus.com/firm/compass-group-investments-solutions-llc-miami-fl-305680

## Quick answers

**How is Compass Group Investments Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Compass Group Investments Solutions LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Compass Group Investments Solutions LLC located?**
Compass Group Investments Solutions LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Compass Group Investments Solutions LLC registered with the SEC or a state?**
Compass Group Investments Solutions LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305680.

**How much does Compass Group Investments Solutions LLC manage?**
Compass Group Investments Solutions LLC reports $526,823,237 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (84% discretionary).

**How have Compass Group Investments Solutions LLC's assets and staff changed since 2021?**
In the Form ADV data for Compass Group Investments Solutions LLC: Regulatory assets under management: $259,623,626 in the October 2021 data and $526,823,237 in the October 2026 data, up 103%. Total employees: 10 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Compass Group Investments Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (148).

**Which custodians does Compass Group Investments Solutions LLC use?**
Compass Group Investments Solutions LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Brown Brothers Harriman & Co., Pershing LLC and Pictet as custodians holding 10% or more of its separately managed account assets.

**Does Compass Group Investments Solutions LLC 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/305680

**What changed in Compass Group Investments Solutions LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $457,734,846 to $526,823,237 (+15%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Brown Brothers Harriman & Co.
- Pershing LLC
- Pictet

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $526,823,237
- Discretionary: $441,849,747
- Non-discretionary: $84,973,490

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 148 | $526,823,237 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (6 years)
- Employees: 17 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cgcompass.com/en/miami
- latam.vincicompass.com/en/miami

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $259,623,626 | 10 | March 30, 2021 |
| October 2022 | $311,366,384 | 15 | March 30, 2022 |
| October 2023 | $333,675,576 | 16 | May 11, 2023 |
| October 2024 | $394,343,913 | 15 | March 28, 2024 |
| October 2025 | $457,734,846 | 13 | March 31, 2025 |
| October 2026 | $526,823,237 | 17 | March 31, 2026 |

Regulatory assets under management: $259,623,626 in the October 2021 data and $526,823,237 in the October 2026 data, up 103%.
Total employees: 10 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $457,734,846 to $526,823,237 (+15%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compass Group Investments Solutions LLC (CRD 305680): Form ADV filing data as of October 2026.