Compass Securities was founded as a FINRA registered broker dealer designed to facilitate institutional capital raises through a network of highly experienced professionals with mandates in multiple areas of expertise:
Over 37 years of experience supporting institutional capital raises and third-party marketing raising in excess of $30 Billion.
Industry leading expertise in a diverse areas of the industry:
- Low Income
Housing Tax Credits - Mergers & Acquisitions
of Money Managers - Private Secondary
Stock Transactions - Hedge Funds
- Mutual Funds
- Private Equity
Compass Securities is designed to facilitate and support its clients and representatives to initiate, conduct and succeed in the marketing and capital raising process. Compass’ experience and long history of successful mandates provides a turn-key process for success.