COMPASS ROSE ADVISORS, INC.

COMPASS ROSE ADVISORS, INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 135954). Regulatory assets under management: $23.3M.

Registration

• CRD: 135954
• Type: Registered investment adviser
• Location: 536 BELVEDERE STREET, SAN FRANCISCO, CA, 94117
• Phone: 415-495-5200
• Latest filing: 2026-03-22
• Regulatory AUM: $23.3M
• Discretionary AUM: $23.3M
• Clients: 2
• Accounts: 5

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135954 on SEC IAPD (source of record)
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