Compass Partners International Jersey L.P. (St Helier)
Compass Partners International Jersey L.P. is a large advisory firm based in St Helier. It manages $600 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2016.
Compass Partners International Jersey provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Compass Partners International Jersey: assets under management
The assets under management (AUM) of Compass Partners International Jersey L.P. is $600 million. $600 million of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Compass Partners International Jersey L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Compass Partners International Jersey serves?
The only and largest group of clients of Compass Partners International Jersey is pooled investment vehicles with 4 clients and $600 million of assets under management. Among the 4 most similar advisory firms, Compass Partners International Jersey has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $600 million for 4 clients. 100% of the firm’s clients are foreign persons or businesses.
Compass Partners International Jersey also advises several private funds.
Careers at Compass Partners International Jersey L.P.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 8 indirect owners.Based in St Helier
The principal office where Compass Partners International Jersey L.P. performs its advisory services is located at Ordnance House, 31 Pier Road, St Helier, Je4 8 Pw, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number +44 1534 825274. The normal business hours are 9:00 - 17:00 on Monday - Friday. You can find more information about the New York firm at cpil.co.uk/.
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