Compass Investments LLC
● SEC registered since 2006CRD 141323SEC# 801-67114Pittsburgh, PA
Reg. AUM
$93.2M
Employees
5
Accounts
418
Location
Pittsburgh, PA
Compass Investments LLC assets under management
Compass Investments LLC is a registered investment adviser overseen by the SEC based in Pittsburgh, PA. The firm has been registered since 2006. It reports $93.2 million in regulatory assets under management and employs 5 people.
Compass Investments LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Olivia Sue Knecht Control | Principal | Over 75% | 2022 |
| Ryan Christopher Oakes | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Compass Investments LLC manage?
Compass Investments LLC reports $93.2 million in regulatory assets under management on its Form ADV.
How many employees does Compass Investments LLC have?
Compass Investments LLC reports 5 employees.
Where is Compass Investments LLC located?
Compass Investments LLC is based in Pittsburgh, PA and has been SEC-registered since 2006.
Does Compass Investments LLC disclose fund performance?
Compass Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2681 Sidney Street, Suite 150, Pittsburgh, PA 15203 |
| Phone | 570-916-2208 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$93.2M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$93.2Mregulatory AUM
Discretionary $93.2M