Skip to main content
Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Minnesota / Wisconsin HQ: Minneapolis, MN

Compass Capital Management

$2.4B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($178.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Infrastructure, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
14
5 Open Source Trails Below
Sum of Disclosed Rows
$178.2M
Total AUM: $2.4B
Median Disclosed Amount
$14.5M
Range: $5.0M – $17.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Compass Capital Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Lovell Minnick Equity Partners VI, L.P.Adviser 7.B Vehicle Buyout 2025
$16.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
American Industrial Partners VII, LPAdviser 7.B Vehicle Buyout 2025
$15.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
BPEA Private Equity Fund IX, SCSpAdviser 7.B Vehicle Buyout 2025
$15.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blackstone Capital Partners XIAdviser 7.B Vehicle Buyout 2024
$5.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
True Ventures VIII LPAdviser 7.B Vehicle Venture Capital 2024
$14.5M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Compass Capital Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Compass Capital Management (Family Office / MFO, $2.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.2% Actual; $42.8M Unallocated Target Bandwidth). SEC Form ADV (801-32238, CRD #107823) verified $2.38B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Compass Capital Management

476 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Compass Capital Management (14 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 3 Shared Vehicles

Fiducient Advisors

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Alpine Investors IX (2023 Vintage)
Compass Capital Management: $10.0M · SEC Form ADV 7.B
Fiducient Advisors: $35.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: BlackRock Global Credit Opportunities II (2022 Vintage) · BlackRock GEPIF III (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

Houston Firefighters (HFRRF)

Public Pension Plan Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Horsley Bridge XIII Venture (2021 Vintage)
Compass Capital Management: $14.5M · SEC Form ADV 7.B
Houston Firefighters (HFRRF): $25.0M · CAFR / Board Packet (HFRRF FY2025 ACFR, p.9)

Additional shared vehicles: Kildare European Partners III, L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

Doubleline Capital

OCIO / Wealth RIA Tampa, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BlackRock Global Credit Opportunities II (2022 Vintage)
Compass Capital Management: $13.5M · SEC Form ADV 7.B
Doubleline Capital: $35.8M · SEC Form ADV 7.B

Additional shared vehicles: BlackRock GEPIF III (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+473 Additional Institutional LPs Report Shared Vehicles with Compass Capital Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Compass Capital Management

You are viewing 5 open public preview records (out of 14 total tracked records for Compass Capital Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (476 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Compass Capital Management and our interactive GP workspace.

Strategies Disclosed by Compass Capital Management

Buyout LPs →Venture Capital LPs →Real Estate LPs →Infrastructure LPs →Private Credit LPs →

Frequently Asked Questions: Compass Capital Management

What type of institutional allocator is Compass Capital Management and what is their typical disclosed ticket size?

Compass Capital Management is categorized under Family Office / MFO (Regional Roadshow Hub: Minnesota / Wisconsin; Headquarters: Minneapolis, MN). Across 14 historical disclosure records tracked on Prilago ($178.2M total parsed USD across disclosed rows), the median disclosed amount is $14.5M (range: $5.0M to $17.5M).

Which private-market strategies appear in Compass Capital Management's public disclosures?

Compass Capital Management has disclosed records across Buyout, Venture Capital, Real Estate, Infrastructure, Private Credit. Open preview records include Lovell Minnick Equity Partners VI, L.P. (2025 Vintage), American Industrial Partners VII, LP (2025 Vintage), BPEA Private Equity Fund IX, SCSp (2025 Vintage), Blackstone Capital Partners XI (2024 Vintage).

How are Compass Capital Management's historical records substantiated and separated from active searches on Prilago?

Records for Compass Capital Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Compass Capital Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/compass-capital-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Compass Capital Management?

In Prilago's bilateral commitment graph, Compass Capital Management shares resolved underlying fund vehicles with 476 institutional LPs across 14 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Fiducient Advisors (3 shared vehicles, e.g. Alpine Investors IX (2023 Vintage)), Houston Firefighters (HFRRF) (2 shared vehicles, e.g. Horsley Bridge XIII Venture (2021 Vintage)), Doubleline Capital (2 shared vehicles, e.g. BlackRock Global Credit Opportunities II (2022 Vintage)).

Related Family Office / MFO & Minnesota / Wisconsin Institutional LPs

Wisconsin Investment Board (SWIB) (1030)Minnesota SBI (398)CMERS (Milwaukee City Employees) (60)Brighton Jones (32)Btg Pactual Asset Management US (32)Chippewa Valley Beartooth Goldstein Institutional Outsourced CIO & Wealth Advisory (32)Mariner (32)Novo Holdings A/S (32)Pictet Alternative Advisors Family Office Pool (32)Pontegadea Inversiones (Ortega Family Office) (32)