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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 10b 100b

COMPASS ANALYTICS, LLC

CRD 130459

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01563b98-1c41-b76a-35cb-67ce42e318e0

Data as of Jun 11, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 10
On other graphs: 0
Observed: Mar 30, 2012 to Jun 11, 2021
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $34BItem 5.F on the latest filing (2021-06-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $34B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 97
Advisory employees: 27
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 54
SEC number: 801-62936
CRD: 130459
Filings on the tape: 20
First filed: Mar 30, 2012
Latest filed: Jun 11, 2021
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLACK KNIGHT FINANCIAL SERVICES, INC.	MANAGING MEMBER	E	yes	10/2014	Oct 31, 2019	Jun 11, 2021
BLACK KNIGHT FINANCIAL SERVICES, LLC	MANAGING MEMBER	E	yes	10/2013	Oct 31, 2019	Jun 11, 2021
BLACK KNIGHT INFOSERV, LLC	MANAGING MEMBER	E	yes	12/2007	Oct 31, 2019	Jun 11, 2021
BLACK KNIGHT TECHNOLOGIES, LLC	MANAGING MEMBER	D	yes	09/2020	Oct 31, 2019	Jun 11, 2021
BLACK KNIGHT, INC.	Owner	E	yes	10/2007	Oct 31, 2019	Jun 11, 2021
KESSEL, ROBIN, DAVID	President	Na	yes	09/2020	Mar 30, 2012	Jun 11, 2021
LARSEN, KIRK, THOMAS	CHIEF FINANCIAL OFFICER	Na	yes	09/2019	Oct 31, 2019	Jun 11, 2021
OB ACQUIROR CORP.	MANAGING MEMBER	D	yes	09/2020	Oct 6, 2020	Jun 11, 2021
OB ACQUISITION, LLC	Owner	E	yes	09/2020	Oct 6, 2020	Jun 11, 2021
OB ACQUISITION, LLC	MANAGING MEMBER	C	yes	09/2020	Oct 6, 2020	Jun 11, 2021
OPTIMAL BLUE HOLDCO, LLC	MANAGING MEMBER	E	yes	09/2020	Oct 6, 2020	Jun 11, 2021
OPTIMAL BLUE HOLDINGS, LLC	MANAGING MEMBER	E	yes	09/2020	Oct 6, 2020	Jun 11, 2021
PINDER, ROBERT, EUGENE	CHIEF COMPLIANCE OFFICER	Na	yes	07/2020	Jul 23, 2020	Jun 11, 2021

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
CHEVY CHASE	Md	United States	17	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 25, 2021	$34B	$34B	97	27	1	n/a	n/a
2019	Mar 25, 2020	$13B	$13B	100	26	2	n/a	n/a
2018	Mar 11, 2019	$12B	$12B	76	20	2	n/a	n/a
2017	Mar 21, 2018	$16B	$16B	76	20	2	n/a	n/a
2016	Mar 28, 2017	$17B	$17B	74	25	n/a	n/a	n/a
2015	Mar 18, 2016	$15B	$15B	47	25	n/a	n/a	n/a
2014	Mar 14, 2015	$11B	$11B	41	24	n/a	n/a	n/a
2013	Mar 14, 2014	$9.4B	$9.4B	33	20	n/a	n/a	n/a
2012	Mar 18, 2013	$18B	$18B	30	18	n/a	n/a	n/a
2011	Mar 30, 2012	$12B	$12B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$34B	$13B	159.0%	$16B	27.8%	97	100	1	2

Relationships

Controls (11)

← KESSEL, ROBIN, DAVIDOwnerPRESIDENT, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← LARSEN, KIRK, THOMASOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Oct 31, 2019 to presentfactForm ADV
← PINDER, ROBERT, EUGENEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 23, 2020 to presentfactForm ADV
← BLACK KNIGHT FINANCIAL SERVICES, INC.OwnerMANAGING MEMBER, ownership code E, domestic entity
Oct 31, 2019 to presentfactForm ADV
← BLACK KNIGHT INFOSERV, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Oct 31, 2019 to presentfactForm ADV
← BLACK KNIGHT TECHNOLOGIES, LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Oct 31, 2019 to presentfactForm ADV
← BLACK KNIGHT, INC.OwnerOWNER, ownership code E, domestic entity
Oct 31, 2019 to presentfactForm ADV
← OB ACQUIROR CORP.OwnerMANAGING MEMBER, ownership code D, domestic entity
Oct 6, 2020 to presentfactForm ADV
← OB ACQUISITION, LLCOwnerOWNER, ownership code E, domestic entity
Oct 6, 2020 to presentfactForm ADV
← OPTIMAL BLUE HOLDCO, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Oct 6, 2020 to presentfactForm ADV
← OPTIMAL BLUE HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Oct 6, 2020 to presentfactForm ADV

Dated events

Occurred
Mar 25, 2021
Regulatory AUM changed
Compass Analytics, Llc reported RAUM $34.2B, up 159% from $13.2B (2021-02-12 to 2021-03-25)
Form ADVobserved 5 days ago
$21.0B
Occurred
Oct 6, 2020
Control person left
Scott Richard Gagliano (President) no longer on Schedule A of Compass Analytics, Llc (listed 2020-07-23, absent 2020-10-06)
Form ADVobserved 5 days ago
Occurred
Jul 23, 2020
Control person joined
Eugene Robert Pinder (Chief Compliance Officer) appeared on Schedule A of Compass Analytics, Llc
Form ADVobserved 5 days ago
Occurred
Oct 31, 2019
Control person joined
Thomas Kirk Larsen (Chief Financial Officer) appeared on Schedule A of Compass Analytics, Llc
Form ADVobserved 5 days ago
Occurred
Oct 31, 2019
Control person joined
Scott Richard Gagliano (President) appeared on Schedule A of Compass Analytics, Llc
Form ADVobserved 5 days ago
Occurred
Oct 31, 2019
Control person left
Barry Glen Brown (Managing Partner) no longer on Schedule A of Compass Analytics, Llc (listed 2019-03-11, absent 2019-10-31)
Form ADVobserved 5 days ago
Occurred
Oct 31, 2019
Control person left
Konrad Marc Felisky (Managing Partner) no longer on Schedule A of Compass Analytics, Llc (listed 2019-03-11, absent 2019-10-31)
Form ADVobserved 5 days ago
Occurred
Oct 31, 2019
Control person left
Sern Clementson (Managing Partner) no longer on Schedule A of Compass Analytics, Llc (listed 2019-03-11, absent 2019-10-31)
Form ADVobserved 5 days ago
Occurred
Oct 31, 2019
Control person left
Karl Francis Slacik (Chief Financial Officer & Chief Compliance Officer) no longer on Schedule A of Compass Analytics, Llc (listed 2019-03-11, absent 2019-10-31)
Form ADVobserved 5 days ago
Occurred
Mar 11, 2019
Regulatory AUM changed
Compass Analytics, Llc reported RAUM $11.7B, down 29% from $16.4B (2018-03-23 to 2019-03-11)
Form ADVobserved 5 days ago
$-4.7B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:01563b98-1c41-b76a-35cb-67ce42e318e0
First observed: Mar 30, 2012
Last observed: Jun 11, 2021 64 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COMPASS ANALYTICS, LLC

CRD 130459

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01563b98-1c41-b76a-35cb-67ce42e318e0

Data as of Jun 11, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:51 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLACK KNIGHT FINANCIAL SERVICES, INC.

MANAGING MEMBER

yes

10/2014

Oct 31, 2019

Jun 11, 2021

BLACK KNIGHT FINANCIAL SERVICES, LLC

MANAGING MEMBER

yes

10/2013

Oct 31, 2019

Jun 11, 2021

BLACK KNIGHT INFOSERV, LLC

MANAGING MEMBER

yes

12/2007

Oct 31, 2019

Jun 11, 2021

BLACK KNIGHT TECHNOLOGIES, LLC

MANAGING MEMBER

yes

09/2020

Oct 31, 2019

Jun 11, 2021

BLACK KNIGHT, INC.

Owner

yes

10/2007

Oct 31, 2019

Jun 11, 2021

KESSEL, ROBIN, DAVID

President

yes

09/2020

Mar 30, 2012

Jun 11, 2021

LARSEN, KIRK, THOMAS

CHIEF FINANCIAL OFFICER

yes

09/2019

Oct 31, 2019

Jun 11, 2021

OB ACQUIROR CORP.

MANAGING MEMBER

yes

09/2020

Oct 6, 2020

Jun 11, 2021

OB ACQUISITION, LLC

Owner

yes

09/2020

Oct 6, 2020

Jun 11, 2021

OB ACQUISITION, LLC

MANAGING MEMBER

yes

09/2020

Oct 6, 2020

Jun 11, 2021

OPTIMAL BLUE HOLDCO, LLC

MANAGING MEMBER

yes

09/2020

Oct 6, 2020

Jun 11, 2021

OPTIMAL BLUE HOLDINGS, LLC

MANAGING MEMBER

yes

09/2020

Oct 6, 2020

Jun 11, 2021

PINDER, ROBERT, EUGENE

CHIEF COMPLIANCE OFFICER

yes

07/2020

Jul 23, 2020

Jun 11, 2021

City

State

Country

Employees

Also broker-dealer

CHEVY CHASE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 25, 2021

$34B

n/a

2019

Mar 25, 2020

$13B

100

n/a

2018

Mar 11, 2019

$12B

n/a

2017

Mar 21, 2018

$16B

n/a

2016

Mar 28, 2017

$17B

n/a

2015

Mar 18, 2016

$15B

n/a

2014

Mar 14, 2015

$11B

n/a

2013

Mar 14, 2014

$9.4B

n/a

2012

Mar 18, 2013

$18B

n/a

2011

Mar 30, 2012

$12B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$34B

$13B

159.0%

$16B

27.8%

100