Asset ManagerRIA · CRD 297010SEC-RegisteredPrivate Fund Adviser

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Compass Asset Management

Compass Asset Management was founded in 1998 in Lugano, Switzerland. It functions as an independent asset manager without disclosed ties to a specific family...

Compass Asset Management logo

Compass Asset Management

Compass Asset Management was founded in 1998 in Lugano, Switzerland. It functions as an independent asset manager without disclosed ties to a specific family or corporate parent. The firm provides asset management, individual portfolio management, and risk management. Services include fixed-income trading, fund selection, and portfolio and wealth planning. No portfolio holdings, co-investors, or geographic deployment beyond Switzerland headquarters are recorded. No team size, additional offices, or recent operational events from the last 24 months appear in available sources. No adjacent vehicles or philanthropic structures are disclosed. The firm maintains a straightforward independent structure focused on core asset and risk services without evident hybrid vehicles or succession details.

General information

Firm type

Generalist

Year founded

1998

AUM

Undisclosed

Location

Region

Europe

Country

Switzerland

City

New York

Corporate office

Lugano, Switzerland

Frequently asked questions

Who runs investment decisions at Compass Asset Management?

No named principals or investment committee members are disclosed in available sources.

What asset classes does Compass Asset Management deploy into?

The firm lists fixed-income trading and fund selection among its services. No specific holdings or allocations are recorded.

Does Compass Asset Management participate in fund commitments or direct deals?

Available information mentions fund selection but provides no detail on commitment sizes or direct investments.

Where does Compass Asset Management source its clients or mandates?

No sourcing channels or client types beyond general portfolio and wealth planning are described.

Is Compass Asset Management structured as a single family office?

The firm is described as an independent asset manager, not a family office.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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