Equitycompass Investment Management, LLC
● SEC registered since 2008CRD 145420SEC# 801-69131Baltimore, MD
Reg. AUM
$220.9M
Employees
14
Accounts
163
Location
Baltimore, MD
Equitycompass Investment Management, LLC assets under management
Equitycompass Investment Management, LLC is an SEC-registered investment adviser based in Baltimore, MD. The firm has been registered since 2008. It reports $220.9 million in regulatory assets under management and employs 14 people.
Equitycompass Investment Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Avi L Stein Control | Chief Financial Officer | Under 5% | 2020 |
| Bobby (nmn) Thomas Control | Vice President | Under 5% | 2015 |
| Christopher Mark Mutascio Control | Vice President | Under 5% | 2018 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Equitycompass Investment Management, LLC manage?
Equitycompass Investment Management, LLC reports $220.9 million in regulatory assets under management on its Form ADV.
How many employees does Equitycompass Investment Management, LLC have?
Equitycompass Investment Management, LLC reports 14 employees.
Where is Equitycompass Investment Management, LLC located?
Equitycompass Investment Management, LLC is based in Baltimore, MD and has been SEC-registered since 2008.
Does Equitycompass Investment Management, LLC disclose fund performance?
Equitycompass Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One South Street, 25th Floor, Baltimore, MD 21202 |
| Phone | 443-224-1231 |
| Fax | 443-224-1394 |
| Office hours | 8a.m. - 5p.m. Est |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1442676 |
| Discloses disciplinary history | No |
Regulatory AUM
$220.9M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$220.9Mregulatory AUM
Discretionary $220.9M