COMPASS ION ADVISORS, LLC
SEC file number 801-78503
· CONSHOHOCKEN, PA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.09B
Discretionary AUM
$1B
Employees
20
Clients
6
Firm
- Address
- 300 CONSHOHOCKEN STATE ROAD
CONSHOHOCKEN, PA 19428 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Astignes Asia Rates Compass Fund Ltd. Low name-match confidence · CIK 1788589 · U0
- Compass68 Investco LLC Low name-match confidence · CIK 1957945 · FL
- Compass by Margaritaville Casey Key Investors, LLC Low name-match confidence · CIK 2150431 · IL
- COMPASS CAPITAL PARTNERS L P Low name-match confidence · CIK 1107848 · NJ
- Compass Gold Corp Low name-match confidence · CIK 1557440 · A6
- Compass, Inc. Low name-match confidence · CIK 1563190 · NY
- Compass Integrative Recovery Woodland Park LLC Low name-match confidence · CIK 2081374 · CO
- COMPASS INVESTORS LP (A NY LP) Low name-match confidence · CIK 1459031 · MN
- Compass Management Holdco, LLC Low name-match confidence · CIK 2133442 · NJ
- Compass Pearl Cove Fund LLC Low name-match confidence · CIK 2093513 · IL
- Compass Special Situations Fund LLC Low name-match confidence · CIK 1457542 · NY
- Compass Special Situations IRA Fund LLC Low name-match confidence · CIK 1517602 · NY
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Compass, Inc. · D · Oct 16, 2026$420.1K
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Compass, Inc. · D · Oct 6, 2026$4.5M
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Compass, Inc. · D · Sep 24, 2026$14.9M
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Compass by Margaritaville Casey Key Investors, LLC · D/A · Sep 21, 2026$10.2M
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Compass, Inc. · D · Sep 16, 2026$10.2M
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Compass Management Holdco, LLC · D · Sep 11, 2026
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COMPASS CAPITAL PARTNERS L P · D/A · Sep 8, 2026
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Compass by Margaritaville Casey Key Investors, LLC · D · Aug 17, 2026$10.2M
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Compass, Inc. · D · Jul 17, 2026$26.9M
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Compass Special Situations Fund LLC · D/A · May 1, 2026
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Astignes Asia Rates Compass Fund Ltd. · D/A · Mar 11, 2026
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Compass Gold Corp · D · Feb 25, 2026$331.8K
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COMPASS INVESTORS LP (A NY LP) · D/A · Feb 5, 2026$250M
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Compass, Inc. · D · Jan 30, 2026$2.8M
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Compass Special Situations IRA Fund LLC · D/A · Nov 24, 2025
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Compass, Inc. · D · Nov 13, 2025$250K
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Compass Pearl Cove Fund LLC · D · Oct 23, 2025$2M
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Compass, Inc. · D · Oct 15, 2025$371K
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Compass, Inc. · D · Sep 24, 2025$9M
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Compass Integrative Recovery Woodland Park LLC · D/A · Sep 18, 2025$350K
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Compass, Inc. · D · Sep 9, 2025$254.7M
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COMPASS CAPITAL PARTNERS L P · D/A · Sep 8, 2025
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Compass Integrative Recovery Woodland Park LLC · D · Aug 25, 2025$250K
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Compass, Inc. · D · Aug 8, 2025$739K
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Compass, Inc. · D · Jul 31, 2025$501.9K