COMPASS ROSE STRATEGIC PARTNERS LLC

COMPASS ROSE STRATEGIC PARTNERS LLC of WATERFORD, CT is an SEC-registered investment adviser (CRD 165043). Regulatory assets under management: $103.0M.

Registration

• CRD: 165043
• Type: Registered investment adviser
• Location: 426 BOSTON POST ROAD, WATERFORD, CT, 06385
• Phone: 860-437-7600
• Latest filing: 2026-05-12
• Regulatory AUM: $103.0M
• Discretionary AUM: $52.7M
• Non-discretionary AUM: $50.3M
• Clients: 6
• Accounts: 368

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165043 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search