Compass Group Management LLC
● SEC registered since 2013CRD 168422SEC# 801-78327Westport, CT
Reg. AUM
$3.04B
Employees
25
Accounts
1
Location
Westport, CT
Compass Group Management LLC assets under management
Compass Group Management LLC operates as an SEC-registered investment adviser based in Westport, CT. The firm has been registered since 2013. It reports $3 billion in regulatory assets under management and employs 25 people.
Compass Group Management LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Benjamin Offenberg | Member | 10-25% | 2005 |
| Carrie Wischer Ryan | Chief Compliance Officer | Under 5% | 2013 |
| David Paul Swanson | Member | 5-10% | 2005 |
| Elias Joseph Sabo Control | Trustee Of Sabo Family Trust | Under 5% | 2018 |
| Ihab Joseph Morcos Massoud | Member | 10-25% | 2005 |
| Joseph P. Milana Control | Chief Administrative Officer, Executive Vice President Of Finance | Under 5% | 2006 |
| Sabo Family Trust Control | Member | 25-50% | 2017 |
| Wayfinder Partners, LLC Control | Managing Member | 25-50% | 2026 |
| Zachary Taylor Sawtelle Control | Chief Operating Officer | Under 5% | 2025 |
| Elias Joseph Sabo Control | Trustee | — | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Compass Group Management LLC manage?
Compass Group Management LLC reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Compass Group Management LLC have?
Compass Group Management LLC reports 25 employees.
Where is Compass Group Management LLC located?
Compass Group Management LLC is based in Westport, CT and has been SEC-registered since 2013.
Does Compass Group Management LLC disclose fund performance?
Compass Group Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 Riverside Avenue, 2nd Floor, Westport, CT 06880 |
| Phone | 203.221.1703 |
| Fax | 203.221.8253 |
| Office hours | 9-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.04B▼ 25%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,306 advisers
EmployeesTop 20%
More than 80% of 16,824 advisers
Assets under management
$3.04Bregulatory AUM
Discretionary $0Non-discretionary $3.04B