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.

Private fund

Compass Investors LP

Hedge Fundadvised byDisciplined Growth Investors Incmixed wealth805-8566220547IAPD
Gross asset value
$644M
as of Mar 27, 2026; not a fund size
Peak GAV
$644M
highest filing
Owners
90
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
50%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
17 filings
Mar 30, 2012 to Mar 27, 2026
Reporting history
one row per Form ADV filing
Gross asset value$571M as of Mar 29, 2024
Mar 30, 2012$110M then
Owners90 as of Mar 29, 2024
Mar 30, 201273 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
New York, United Statesreported
Clients solicited
yes, 11% of the adviser's clients investedreported
Form D file number
021-128305reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • National Financial Services LLC
    Boston, Massachusetts
  • Tradition Capital Bank
    Edina, Minnesota
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
50%reportedadviser and related persons