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CRD 108637
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Darren Jack Godsell | Chartered Financial Analyst | NEW YORK, NY | 3 | 10 | 1 | no |
| MINHO CHO | n/a | Atlanta, GA | 3 | 10 | 1 | no |
| CHRISTOPHER R TORTORIELLO | n/a | NEW YORK, NY | 3 | 12 | n/a | no |
| WILLIAM M BROSNAN | n/a | NEW YORK, NY | 2 | 10 | n/a | no |
| Ibitola Omowum Adesuyi | n/a | Atlanta, GA | 2 | 12 | n/a | no |
| CHARLOTTE Gorman | n/a | Duxbury, MA | 2 | 11 | n/a | no |
| Brevin W White | n/a | Atlanta, GA | 1 | 14 | 1 | no |
| Nicholas R Hernandez | n/a | Atlanta, GA | 0 | 10 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| COMPASS HTV LLC | Hedge Fund | $12B | Oct 11, 2024 | 3 | Mar 29, 2012 | reported | n/a |
| SSALT FUND LIMITED | Hedge Fund | $6.2B | May 8, 2023 | 2 | Mar 29, 2012 | dropped | n/a |
| COMPASS SAV II LLC | Hedge Fund | $2.9B | Oct 11, 2024 | 3 | Mar 29, 2012 | reported | n/a |
| COMPASS MAV LLC | Hedge Fund | $1.7B | Oct 11, 2024 | 3 | May 9, 2013 | reported | n/a |
| COMPASS OFFSHORE SAV II PCC LIMITED | Hedge Fund | $1.6B | Oct 11, 2024 | 1 | Mar 20, 2013 | reported | n/a |
| COMPASS OFFSHORE SAV II PCC LIMITED | Hedge Fund | $1.6B | Mar 28, 2024 | 1 | Mar 28, 2024 | reported | n/a |
| SPECIAL SITUATIONS INVESTMENT FUND LP | Hedge Fund | $1.3B | Oct 11, 2024 | 2 | Mar 29, 2012 | reported | n/a |
| COMPASS SPECIAL SITUATIONS FUND LLC | Hedge Fund | $1.2B | Mar 20, 2013 | 520 | Mar 20, 2013 | dropped | n/a |
| COMPASS OFFSHORE SAV PCC LIMITED | Hedge Fund | $803M | Mar 20, 2013 | 1 | Mar 20, 2013 | dropped | n/a |
| CIMON GMS LLC | Hedge Fund | $746M | Oct 8, 2013 | 3 | Aug 17, 2012 | dropped | n/a |
| COMPASS OFFSHORE SPECIAL SITUATIONS PCC LIMITED EURO CLASS | Hedge Fund | $716M | Oct 8, 2013 | 184 | Mar 29, 2012 | dropped | n/a |
| COMPASS SAV LLC | Hedge Fund | $667M | Oct 11, 2024 | 3 | Mar 29, 2012 | reported | n/a |
| COMPASS TPM LP | Hedge Fund | $466M | Jan 3, 2017 | 1 | Jun 9, 2014 | dropped | n/a |
| COMPASS OFFSHORE SPECIAL SITUATIONS PCC LIMITED MULTI-CURRENCY | Hedge Fund | $451M | Oct 8, 2013 | 129 | Mar 29, 2012 | dropped | n/a |
| COMPASS OFFSHORE SPECIAL SITUATIONS PCC LIMITED US DOLLAR CLASS | Hedge Fund | $344M | Oct 8, 2013 | 189 | Mar 29, 2012 | dropped | n/a |
| COMPASS TSMA LP | Hedge Fund | $338M | Oct 1, 2018 | 3 | Mar 31, 2014 | dropped | n/a |
| COMPASS CSS TAV LLC | Hedge Fund | $334M | Oct 11, 2024 | 1 | Jan 8, 2016 | reported | n/a |
| COMPASS OFFSHORE SPECIAL SITUATIONS PCC LIMITED POUND STERLING CLASS | Hedge Fund | $201M | Oct 8, 2013 | 21 | Mar 29, 2012 | dropped | n/a |
| COMPASS GLOBAL EQUITIES FUND LLC | Hedge Fund | $109M | Mar 20, 2013 | 198 | Mar 20, 2013 | dropped | n/a |
| COMPASS OFFSHORE SPECIAL SITUATIONS PCC LIMITED SWISS FRANC CLASS | Hedge Fund | $95.3M | Oct 8, 2013 | 18 | Mar 29, 2012 | dropped | n/a |
| COMPASS OFFSHORE HEDGING STRATEGIES LIMITED- DOLLAR CLASS | Hedge Fund | $65.1M | Oct 8, 2013 | 53 | Mar 29, 2012 | dropped | n/a |
| COMPASS SBTV LLC | Hedge Fund | $46.8M | Oct 26, 2015 | 1 | Oct 8, 2013 | dropped | n/a |
| COMPASS OFFSHORE TAV LLC | Hedge Fund | $40.0M | Oct 11, 2024 | 2 | Mar 28, 2024 | reported | n/a |
| COMPASS OFFSHORE HEDGING STRATEGIES LIMITED- EURO CLASS | Hedge Fund | $30.1M | Oct 8, 2013 | 42 | Mar 29, 2012 | dropped | n/a |
| MIO VENTURE FUND I MASTER LP | Venture Capital Fund | $14.9M | Oct 11, 2024 | 3 | Mar 30, 2023 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BALL, PATIENCE, BETTY | Director | Na | yes | 07/2021 | Jul 29, 2021 | Oct 11, 2024 |
| BETTENCOURT, KATHLEEN, ANN HUGHES | Director | Na | yes | 07/2021 | Jul 29, 2021 | Oct 11, 2024 |
| BLUMER, DAVID, JAKOB | Director | Na | yes | 09/2020 | Oct 2, 2020 | Oct 11, 2024 |
| CUMMING, CHRISTINE, MAUREEN | Director | Na | yes | 11/2017 | Nov 30, 2017 | Oct 11, 2024 |
| DARUVALA, TOOS, NOSHIR | Director | Na | yes | 04/2021 | Mar 29, 2012 | Oct 11, 2024 |
| FLYNN, TIMOTHY, PATRICK | Director | Na | yes | 11/2017 | Nov 30, 2017 | Oct 11, 2024 |
| KELLY, MATTHEW, CHARLES | CHIEF FINANCIAL OFFICER | Na | yes | 01/2014 | Mar 31, 2014 | Oct 11, 2024 |
| KUPOR, SCOTT, AARON | Director | Na | yes | 07/2022 | Jul 29, 2022 | Oct 11, 2024 |
| LIPSCOMB, CASEY, SINCLAIR | GENERAL COUNSEL AND SECRETARY | Na | yes | 12/2004 | Mar 29, 2012 | Oct 11, 2024 |
| MCKINSEY & COMPANY, INC. | Shareholder | E | yes | 10/1986 | Mar 29, 2012 | Oct 11, 2024 |
| MIO GROUP, INC. | Shareholder | E | yes | 07/2003 | Mar 29, 2012 | Oct 11, 2024 |
| MORRISSEY, HELENA, LOUISE | Director | Na | yes | 09/2020 | Oct 2, 2020 | Oct 11, 2024 |
| NARVEKAR, NIRMAL, PRABHAKAR | Director | Na | yes | 09/2020 | Oct 2, 2020 | Oct 11, 2024 |
| NOSKI, CHARLES, HOWARD | Director | Na | yes | 11/2022 | Nov 8, 2022 | Oct 11, 2024 |
| ORR, GORDON, ROBERT HALYBURTON | Director | Na | yes | 06/2008 | Mar 29, 2012 | Oct 11, 2024 |
| PATSALOS-FOX, MICHAEL, THEMISTOCLES | Director | Na | yes | 02/2020 | Mar 31, 2020 | Oct 11, 2024 |
| PRITSCH, GUNNAR | CHIEF OPERATING OFFICER | Na | yes | 06/2008 | Mar 29, 2012 | Oct 11, 2024 |
| SALZBERG, MARK, DANIEL | CHIEF COMPLIANCE OFFICER | Na | yes | 07/2022 | Jul 29, 2022 | Oct 11, 2024 |
| WILLIAMS, BASIL, CONSTANTINE | CHIEF EXECUTIVE OFFICER | Na | yes | 04/2021 | Apr 13, 2021 | Oct 11, 2024 |
| ZUBROW, BARRY, LEE | Director | Na | yes | 09/2020 | Oct 2, 2020 | Oct 11, 2024 |
| AZAD, DAVID, FRANKLIN | CO-CHIEF INVESTMENT OFFICER | Na | no | 01/2020 | Mar 30, 2023 | Oct 11, 2024 |
| CLANCY, KEVIN, FRANCIS | CO-CHIEF INVESTMENT OFFICER | Na | no | 01/2020 | Mar 30, 2023 | Oct 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MIO PARTNERS (EU) GMBH | n/a | n/a | n/a | N | yes | n/a |
| MIO PARTNERS (SINGAPORE) PTE. LTD. | n/a | n/a | n/a | N | yes | n/a |
| MIO PARTNERS (UK) LIMITED | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Atlanta | Ga | United States | 6 | no |
| WEST PALM BEACH | FL | United States | 2 | no |
| Central | n/a | Hong Kong | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $60B | $60B | 287 | 66 | 3 | 15 | n/a |
| 2024 | Mar 28, 2025 | $45B | $45B | 260 | 58 | 3 | 14 | n/a |
| 2023 | Mar 28, 2024 | $48B | $48B | 225 | 57 | 3 | 14 | $20B |
| 2022 | Mar 30, 2023 | $44B | $44B | 204 | 51 | 2 | 11 | $23B |
| 2021 | Mar 31, 2022 | $42B | $42B | 190 | 45 | 2 | 8 | $21B |
| 2020 | Mar 31, 2021 | $32B | $32B | 175 | 39 | 1 | 7 | $16B |
| 2019 | Mar 31, 2020 | $33B | $33B | 194 | 41 | 2 | 8 | $18B |
| 2018 | Mar 29, 2019 | $26B | $26B | 170 | 35 | 1 | 9 | $14B |
| 2017 | Mar 26, 2018 | $25B | $25B | 170 | 35 | 1 | 10 | $14B |
| 2016 | Mar 28, 2017 | $22B | $22B | 152 | 34 | n/a | 11 | $13B |
| 2015 | Feb 23, 2016 | $23B | $23B | 134 | 31 | n/a | 12 | $14B |
| 2014 | Mar 31, 2015 | $14B | $14B | 144 | 37 | n/a | 15 | $8.1B |
| 2013 | Apr 1, 2014 | $19B | $19B | 134 | 33 | n/a | 16 | $9.9B |
| 2012 | Mar 20, 2013 | $15B | $15B | 88 | 20 | n/a | 30 | $15B |
| 2011 | Mar 29, 2012 | $19B | $19B | n/a | n/a | n/a | 24 | $11B |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 12.5% | 0 | 1 | 0 | 4 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $60B | $45B | 32.6% | $44B | 10.9% | 287 | 260 | 3 | 3 |