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Compass Capital Management, Inc.

706-Second Avenue South, Suite 400
Minneapolis, Minnesota 55402
United States
 
Contact :      Mr. Christopher Kelley
Phone :       612-338-4133
Fax :             612-339-1304
Email :         chris.kelley@compasscap.com
Web :           http://compasscap.com

Compass Capital Management, Inc. Information

Type of organization : C Corporation
Total Assets Managed ($Mil) : $1,547
Tax-Exempt Managed ($Mil) : $759
Taxable Assets Managed ($Mil) : $788
Year Founded : 1988
Wrap Programs Offered? : No
# of Accounts Managed : 1167
In-House Research : 75 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Compass Capital Management, Inc. History

Compass Capital Management was formed by Charles Kelley, David Carlson and 2 others on August 15, 1988 to bring investment management with a high level of client service to non-profits, retirement plans and individuals. We are a Registered Investment Adviser (RIA) under the 1940 Act. Compass Capital was founded on the belief that individuals and institutions with hard earned wealth would be best served by an independent boutique firm that could provide focused attention to their individual financial needs. Our firm has been structured in such a way that our interest are directly in line with those of or our clients and avoid potential conflict of interests.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
996
$1064.45
 
Limited Partnership :
0
$0
 
Foundations :
64
$179.09
ERISA :
0
$0
Unions, Taft-Hartley :
0
$0
Public :
0
$0
Others :
126
$304.78
Total # of Professional : 14 Analysts : 0
Portfolio Managers : 7 Traders : 0
Client Service : 0 Operation : 7

Compass Capital Management, Inc. Personnel

Mr.  Leigh Niebuhr

Portfolio Manager
Tel : 612-338-7216
Email: leighn@compasscap.com

Mr.  Jay Jackley

Portfolio Manager
Tel : 612-767-4202
Email: jayj@compasscap.com

Mr.  Christopher Kelley

Client Contact
Tel : 612.338.4133
Email: chrisk@compasscap.com
CHRISTOPHER C. KELLEY, CFA®, CAIA® Portfolio Manager Chris Kelley joined Compass Capital Management in May of 2014 where he focuses on portfolio and relationship management for the firm, and is a member of the investment committee, responsible for researching companies and potential equity investments for the future. Prior to joining Compass Capital, Chris was part of the hedge fund technical specialist group for Bank of America Merrill Lynch and the alternative investment group at US Trust. He entered the industry in 2005 and has broad experience researching securities, recommending investment solutions, and building customized portfolios based on clients risks. Chris holds his B.A. in European History from the Union College and spent time studying in Vienna, Austria and Berlin, Germany. He has received the Chartered Financial Analyst® designation as well as the Chartered Alternative Investment Analyst® designation. Chris is a member of the CFA® Society of Minnesota and is a volunteer for the CFA® Society of Minnesota’s programming committee.

Compass Capital Management, Inc. Product Name

Compass Core Equity:Privately Managed Accounts
Report Created: September,20 2020.  Copyright Money Manager Review , All rights Reserved.
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