Chief Compliance Officer and Chief Financial Officer · Compass Group Equity Partners
Katie D. Cason
CRD 7520826 · Named on Form ADV at one SEC-registered adviser
At a glance
Compass Group Equity Partners, an SEC-registered private fund adviser based in St. Louis, MO with $801 million in regulatory assets, lists Katie D. Cason on its Form ADV as Chief Compliance Officer and Chief Financial Officer, a control person.
Firms and roles
- Compass Group Equity PartnersChief Compliance Officer and Chief Financial OfficerPrivate fund adviser · St. Louis, MO · $801M in regulatory assets
AtlasMembers
Katie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Christopher H. GibsonManaging Partner, Compass Group Equity Partners
- John D. HuhnManaging Partner, Compass Group Equity Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.