DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Compass Group Equity Partners
Legal name Compass Group Management, LLC
Latest filing May 7, 2026
First filing on the tape Nov 16, 2021 · 10 filings
SEC status approved since Dec 16, 2021
RAUM
$801M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
26
24 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$801M as of May 7, 2026
Mar 21, 2022$124M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 7, 2026
Mar 21, 20220 then
Employees (5.A)26 as of May 7, 2026
Mar 21, 202212 then
Private funds7 as of May 7, 2026
Mar 21, 20223 then
RAUM -2.7% over the last fiscal year+29% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 7, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $100MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$801M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Compass Group Fund II Qp LP | Private Equity Fund | $238M | 27 | Mar 16, 2022 |
| Compass Group Kgm Coinvestors LP | Private Equity Fund | $44.3M | 8 | Mar 31, 2023 |
| Compass Ross Holdings Spv, LLC | Private Equity Fund | $44.3M | 18 | Mar 29, 2024 |
| Compass Group Fund II Parallel LP | Private Equity Fund | $44.0M | 6 | Mar 16, 2022 |
| Compass Group II Fund LP | Private Equity Fund | $17.0M | 33 | Mar 16, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Diane Katie Cason · Chief Compliance Officer And Chief Financial Officercontrolsince 03/2022 · owns less than 5%
- Hayden Christopher Gibson · Managing Directorcontrolsince 01/2017 · owns less than 5%
- David John Huhn · Managing Partnercontrolsince 01/2015 · owns less than 5%
- Hayden Christopher Gibson · Shareholder Of Compass Group General Partner, Inc.controlsince 12/2019 · owns 25% to 50% of Compass Group General Partner, Inc.
- David John Huhn · Shareholder Of Compass Group General Partner, Inc.controlsince 12/2019 · owns 75% or more of Compass Group General Partner, Inc.
- David John Huhn · Member Of C-Group LLCcontrolsince 12/2019 · owns 75% or more of C-Group LLC
Entity owners
- Compass Group Holdings, LP · Sole And Managing Memberdirect · owns 75% or more
- C-Group LLC · Limited Partner Of Compass Group Holdings, LPindirect · owns 50% to 75% of Compass Group Holdings, LP
- Compass Group General Partner, Inc. · General Partner Of Compass Group Holdings, LPindirect · owns F of Compass Group Holdings, LP
Related persons
Schedule D 7.A
- Compass Group Equity Partners, LLCn
- Compass Group Fund II Gp LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 22 to 24Apr 25, 2025 to Mar 24, 2026
- Employees · 23 to 26Apr 25, 2025 to Mar 24, 2026
- Discretionary RAUM · $823M to $801MApr 25, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $823M to $801MApr 25, 2025 to Mar 24, 2026
- RAUM · $823M to $801MApr 25, 2025 to Mar 24, 2026
- Accounts · 6 to 8May 24, 2024 to Apr 25, 2025
- Advisory employees · 18 to 22May 24, 2024 to Apr 25, 2025
- Pooled vehicle clients · 5 to 7May 24, 2024 to Apr 25, 2025
- Employees · 18 to 23May 24, 2024 to Apr 25, 2025
- Financial planning clients · unset to May 24, 2024 to Apr 25, 2025
- Private funds · 5 to 7May 24, 2024 to Apr 25, 2025
- Discretionary RAUM · $421M to $823MMay 24, 2024 to Apr 25, 2025
- Pooled vehicle RAUM · $421M to $823MMay 24, 2024 to Apr 25, 2025
- RAUM · $421M to $823MMay 24, 2024 to Apr 25, 2025
- Discretionary RAUM · $430M to $421MMar 29, 2024 to May 24, 2024
- Pooled vehicle RAUM · $430M to $421MMar 29, 2024 to May 24, 2024
- RAUM · $430M to $421MMar 29, 2024 to May 24, 2024
- Accounts · 5 to 6Jul 24, 2023 to Mar 29, 2024
- Advisory employees · 12 to 18Jul 24, 2023 to Mar 29, 2024
- Advisory activities · 1 to 2Jul 24, 2023 to Mar 29, 2024
- Pooled vehicle clients · 4 to 5Jul 24, 2023 to Mar 29, 2024
- Employees · 15 to 18Jul 24, 2023 to Mar 29, 2024
- Private funds · 4 to 5Jul 24, 2023 to Mar 29, 2024
- Discretionary RAUM · $346M to $430MJul 24, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $346M to $430MJul 24, 2023 to Mar 29, 2024
- RAUM · $346M to $430MJul 24, 2023 to Mar 29, 2024
- Pooled vehicle clients · 5 to 4Mar 31, 2023 to Jul 24, 2023
- Assets in custody · $370M to $0Mar 31, 2023 to Jul 24, 2023
- Discretionary RAUM · $370M to $346MMar 31, 2023 to Jul 24, 2023
- Pooled vehicle RAUM · $370M to $346MMar 31, 2023 to Jul 24, 2023
- RAUM · $370M to $346MMar 31, 2023 to Jul 24, 2023
- Accounts · 3 to 5Mar 21, 2022 to Mar 31, 2023
- Advisory employees · 10 to 12Mar 21, 2022 to Mar 31, 2023
- Pooled vehicle clients · 3 to 5Mar 21, 2022 to Mar 31, 2023
- Assets in custody · $124M to $370MMar 21, 2022 to Mar 31, 2023
- Employees · 12 to 15Mar 21, 2022 to Mar 31, 2023
- Private funds · 3 to 4Mar 21, 2022 to Mar 31, 2023
- Discretionary RAUM · $124M to $370MMar 21, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $124M to $370MMar 21, 2022 to Mar 31, 2023
- RAUM · $124M to $370MMar 21, 2022 to Mar 31, 2023
Signals
5 dated events
- Compass Group Equity Partners reported RAUM $823.3M, up 95% from $421.3M (2024-05-24 to 2025-04-25)Apr 25, 2025 · RAUM change · derived
- Compass Group Equity Partners reported RAUM $369.8M, up 198% from $123.9M (2022-03-21 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Donald Robert Bryan (Chief Compliance Officer And Chief Financial Officer) no longer on Schedule A of Compass Group Equity Partners (listed 2021-11-16, absent 2022-03-16)Mar 16, 2022 · Control person left · inference
- Diane Katie Cason (Chief Compliance Officer And Chief Financial Officer) appeared on Schedule A of Compass Group Equity PartnersMar 16, 2022 · Control person joined · fact
- Compass Group Equity Partners filed its initial SEC registration (Form ADV)Nov 16, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Compass Group Equity Partners · Independent Sponsorsshared crd · capital_provider
- Compass Group Equity Partners · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/compass-group-equity-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- cgep.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 314-721-2800reportedpublic record, Form ADV, May 7, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026