Juan Felipe Rodriguez osorio
Investment adviser representative at Compass Group Investments Solutions LLC
20 yearsExperience
1 stateRegistered in
$526.8MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Compass Group Investments Solutions LLCApr 2020 to now
- Cg Compass (USA) LLCApr 2020 to now
- Ucap Asset Management LLCJun 2018 to Mar 2020
- Ucap Securities LLCMar 2018 to Mar 2020
- HSBC Bank USAJun 2006 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Compass Group Investments Solutions LLC
$526.8MAssets managed
148Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4674397
- Firm CRD
- 305680