# Compass Point Asset Management, LLC

> Compass Point Asset Management, LLC is an exempt reporting adviser in Washington, DC, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 172702
- Filed as: COMPASS POINT ASSET MANAGEMENT, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172702
- AdvisorCensus page: https://advisorcensus.com/firm/compass-point-asset-management-llc-washington-dc-172702

## Quick answers

**Where is Compass Point Asset Management, LLC located?**
Compass Point Asset Management, LLC's principal office is in Washington, DC, according to its Form ADV.

**How does Compass Point Asset Management, LLC report to regulators?**
Compass Point Asset Management, LLC is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 172702.

**Does Compass Point Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172702

## From the Form ADV filing

### Firm details
- Reporting since: 2025 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 31, 2021 |
| October 2022 | Not reported | Not reported | March 31, 2022 |
| October 2023 | Not reported | Not reported | August 4, 2023 |
| October 2026 | Not reported | Not reported | June 24, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compass Point Asset Management, LLC (CRD 172702): Form ADV filing data as of October 2026.