Compass Group Management Llc
- Regulatory AUM
- $3.0B
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 1
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | Fewer than 5 | $3.0B | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Massoud, Ihab Joseph, Morcos | Member | Nov 2005 (21y) | 10% – 25% | |
| Offenberg, Alan, Benjamin | Member | Nov 2005 (21y) | 10% – 25% | |
| Swanson, David, Paul | Member | Nov 2005 (21y) | 5% – 10% | |
| Ryan, Carrie, Wischer | Chief Compliance Officer | Jul 2013 (13y) | Less than 5% | |
| Sabo, Elias, Joseph | Manager And Trustee Of Sabo Family Trust | May 2018 (8y) | Less than 5% | |
| Maciariello, Patrick, A | Chief Operating Officer | Apr 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sabo Family Trust | Member | Jun 2017 | A | 25% – 50% |
| Sabo Family Trust | Member | Jun 2017 | B | ≈ 6.25% – 25% via Sabo Family Trust |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sabo Family Trust: 25% – 50% of Sabo Family Trust × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 2.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗