Compass Group Investments Solutions LLC

$526.8MAssets under management
as of Mar 2026 · SEC Form ADV
Miami, FL
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No one at Compass Group Investments Solutions LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $158M held · filed Nov 2024
Bbh & Co.
Per Form ADV · $142M held · filed Nov 2024
Banque Pictet & Cie S.a.
Per Form ADV · $44M held · filed Nov 2024