RIA Intel›Advisers›Connecticut›COMPASS ROSE STRATEGIC PARTNERS LLC

COMPASS ROSE STRATEGIC PARTNERS LLC

Advisory

WATERFORD, CT

Data as of May 12, 2026 · Source: SEC Form ADV

Rank in CT
#878
of 1,312 advisers by AUM
Average account
$280K
across 368 accounts
AUM per adviser
$26M
4 advisers

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM
$103M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$103M
Discretionary AUM$53M
Non-Discretionary AUM$50M
Discretionary %51.2%
Total Clients152
Team
Total Employees6
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT, FL, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

LUTETIUM CAPITAL, LP
STAMFORD, CT
$103M
+101.2% 1Y
EAGLE CAPITAL ADVISORS, LLC
MIDDLEBURY, CT
$103M
SOUND ENERGY PARTNERS, INC.
GREENWICH, CT
$103M
-26.5% 1Y
FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC.
BETHEL, CT
$104M
WAVELENGTH CAPITAL MANAGEMENT, LLC
WESTPORT, CT
$104M
0.0% 1Y
ASPETUCK CAPITAL MANAGEMENT, LLC
STAMFORD, CT
$104M
+127.8% 1Y

Get the full picture on COMPASS ROSE STRATEGIC PARTNERS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track COMPASS ROSE STRATEGIC PARTNERS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans