Compass Group Investments Solutions Llc
- Regulatory AUM
- $527M
- Discretionary
- $442M
- Clients
- 148
- Avg AUM / client
- $3.6M
- Accounts
- 148
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 148 | $527M | 100.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alvizua, Pedro, Gerardo | Chief Compliance Officer | Aug 2019 (7y) | Less than 5% | |
| Benares, Gerard, John | Head Of Operations | Aug 2019 (7y) | Less than 5% | |
| Stockins, Phillip | Chief Financial Officer | Aug 2019 (7y) | Less than 5% | |
| Vidal Gomez, Anabel, Lolita | Chief Executive Officer | Aug 2019 (7y) | Less than 5% | |
| Juan Felipe Rodriguez Osorio | Registered representative | Dec 2021 (5y) | ||
| Juan Cristobal Figueroa Fresard | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Compass Group Holdings Inc. | Member | Aug 2019 | A | 75% or more |
| Compass Group Asset Management Holding, Sl | Owner | Mar 2010 | B | ≈ 56.25% – 100% via Compass Group Holdings Inc. |
| Mnc Holdings Ltd | Shareholder | Jan 2020 | B | ≈ 42.19% – 100% via Compass Group Asset Management Holding, Sl |
| Vinci Partners Investments Limited | Shareholder | Oct 2024 | B | ≈ 31.64% – 100% via Mnc Holdings Ltd |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Compass Group Asset Management Holding, Sl: 75% – 100% of Compass Group Holdings Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Mnc Holdings Ltd: 75% – 100% of Compass Group Asset Management Holding, Sl × 75% – 100% of Compass Group Holdings Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Vinci Partners Investments Limited: 75% – 100% of Mnc Holdings Ltd × 75% – 100% of Compass Group Asset Management Holding, Sl × 75% – 100% of Compass Group Holdings Inc. × 75% – 100% direct ≈ 31.64% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.5 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • REPORTING SERVICE FEES
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bbh & Co. $213M (40% of AUM) Mar 2026
- Pershing $161M (31% of AUM) Mar 2026
- Banque Pictet & Cie Sa $57.4M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗