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

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