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RIA · CRD 135954State-Registered Investment Adviser

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Compass Rose Advisors

Compass Rose Advisors, Inc. is a state-registered investment adviser in San Francisco, CA. The firm manages approximately $23 million in regulatory assets.

Overview

Compass Rose Advisors, Inc. is a state-registered investment adviser in San Francisco, CA. The firm manages approximately $23 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Year founded

2012

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

Stamford, CT, United States

Principals

David Nissan

Managing Partner & Chief Investment Officer

Sector focus

Real EstatePrivate CreditHedge Funds

Frequently asked questions

Who runs investment decisions at Compass Rose Advisors?

David Nissan serves as Managing Partner and Chief Investment Officer and is responsible for all investment decisions. He founded the office in 2012 after a career in structured finance and principal investing. The office has not publicly disclosed an investment committee or additional senior investment professionals beyond Nissan.

How does Compass Rose Advisors source proprietary deal flow?

The office relies heavily on principal-to-principal relationships and its ability to provide certain closing certainty as a cash buyer, which is a structural advantage for off-market real estate and private credit. It does not operate a widely marketed origination platform or bid in broad auction processes as a matter of course.

Does Compass Rose participate in fund commitments or only direct deals?

It does both. The office makes direct real estate acquisitions and directly originates private credit. In parallel, it allocates to external hedge fund managers as a limited partner, historically favoring event-driven and low-net-exposure equity strategies.

Which sectors does Compass Rose explicitly avoid?

Public disclosures indicate Compass Rose avoids venture capital and early-stage technology equity, which fall outside its core competency in real estate, private credit, and public-markets hedge fund allocations. The office also does not appear to invest in commodity futures or systematic macro strategies.

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