DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| FORT WAYNE, | $282M | 7 | 2012 | |||||
| · probable Unsized | Memphis, | $148M | 1 | 1 | ||||
| $21.5M | 2026 | |||||||
| GRAND RAPIDS, | $146M | 2 | 2012 | |||||
Lower middle market | St. Louis, | $421M | 19 | 7 | 27 | 2024 | ||
| · probable Lower middle market | New York, | $2.1B | 2 | 1 | 7 | 2022 | ||
| MINNEAPOLIS, | $2.6B | 14 | 2012 | |||||
| TAMPA, | $894M | 45 | 2011 | |||||
Compass Group Management LLC Family office · Family offices · matched The Compass Group Also on RIA / Wealth Management | Westport, | $3.0B | 7 | |||||
| SIOUX FALLS, | $1.5B | 7 | 2012 | |||||
| BRAINTREE, | $664M | 11 | 2012 | |||||
| MELVILLE, | $767M | 5 | 2017 | |||||
| Deerfield Beach, | $430M | 6 | ||||||
| ORMOND BEACH, | $527M | 6 | 2021 | |||||
COMPASS FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched COMPASS FINANCIAL SERVICES, INC. · 801-118466 | WEST DES MOINES, | $407M | 7 | 2020 | ||||
Strategic Blueprint, LLC Family office · Family offices · matched Compass Financial Services Also on RIA / Wealth Management | Atlanta, | $2.5B | 6 | |||||
World Equity Group, Inc. Firm · Private equity · matched Compass Asset Management Also on RIA / Wealth Management | · probable Unsized | Schaumburg, | $859M | 2 | 4 | 2021 | ||
| MIAMI, | $831M | 2012 | ||||||
| PITTSBURGH, | $93.2M | 4 | 2011 | |||||
| DUBLIN, | $149M | 2 | 2024 | |||||
| MCALESTER, | $119M | 3 | 2025 | |||||
| PORTLAND, | $111M | 2 | 2024 | |||||
| WESTPORT, | $31.5M | 3 | 2012 | |||||
| SAN ANTONIO, | $91.6M | 2026 | ||||||
| $40.6M | 1 | 2012 | ||||||
| WINSTON-SALEM, | $24.9M | 2026 | ||||||
| MENLO PARK, | $20.3M | 2026 | ||||||
| $14.7M | 2026 | |||||||
| FINCASTLE, | $14.6M | 2026 | ||||||
| · candidate Unsized | San Francisco, | $140,568 | 3 | 5 | 2019 | |||
| COOKEVILLE, | 2 | 2012 | ||||||
| Beltsville, | 499 | |||||||
| Winchester, | 116 | |||||||
| San Jose, | 58 | |||||||
| Westport, | 58 | |||||||
Care Options Management Plans and Supportive Services LLC Company · Sponsors · matched COMPASS, LLC · Home health | Redding, | 440 | ||||||
| 2026 | ||||||||
| $644M | 90 | 2012 | ||||||
| · probable Lower middle market | New York, | $426M | 3 | 2 | 2020 | |||
COMPASS GLOBAL MANAGEMENT, LTD. Fund · RIA / Wealth · COMPASS FINANCIAL ADVISORS LLC Also on Private Equity | $250M | 4 | 2012 | |||||
| $68.4M | 19 | 2014 | ||||||
| 1 | 1 | 2029 | ||||||
| $24.8M | 33 | 2012 | ||||||
Compass Investment Partners Fund, LP Fund · Private equity · CIP Capital Also on RIA / Wealth Management, Venture Capital | $230M | |||||||
COMPASS PRIVATE EQUITY LP (SERIES 2001 AND VENTURES) Fund · RIA / Wealth · MIO PARTNERS, INC. Also on Private Equity | $61,714 | 67 | 2012 | |||||
| San Francisco, | 1 | 1 | ||||||
| 4 | ||||||||
| $32.1M | 1 | 3 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.