COMPASS GROUP EQUITY PARTNERS

7701 Forsyth Blvd, 7th Floor
St. Louis, Missouri 63105
Tel: 314-721-2800

About COMPASS GROUP EQUITY PARTNERS

COMPASS GROUP EQUITY PARTNERS, formally registered with the SEC as COMPASS GROUP EQUITY PARTNERS. The firm was established in 12/16/2021. They have over 1 offices throughout the country.

COMPASS GROUP EQUITY PARTNERS is a St. Louis, Missouri based Financial Planning firm with nearly $421,342,771 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317244
SEC#	801-122890
Assets Managed by Firm	$421,342,771
No. of Clients	6
No. of Advisors	18

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$421,342,771

More Retirement Planning firms in St. Louis, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in St. Louis, Missouri

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.