Partners - Industry Associates

Compass Instituational Marketing, LLC is a cost efficient innovator of high quality marketing support services for institutional investment managers. The primary vision of Compass is to work diligently to help clients win new accounts, grow their assets and become more profitable. Compass assists clients in improving margins within marketing cost centers while at the same time enhancing the quality of various marketing processes and products (i.e. RFPs, Consultant Databases, and Presentations). Compass achieves this through affordable cost centers, experienced and efficient personnel, enhanced technology systems, industry best practices and repeatable processes. Since they benefit from economies of scale so do their clients.

Compass completely understands that marketing functions such as RFP/RFIs and Consultant Database Population are critical to the success of investment managers. They take pride in their services and are diligent in making sure clients are given the best opportunity to win new business. Compass Institutional Marketing has an outstanding staff and enjoys their work.

Contact: Rick Gagnon
Address: 7601 N. Federal Hwy, Suite 215A | Boca Raton, FL 33487
Phone: 561-283-1925
Email: rgagnon@compim.com

Compass Securities Corporation (member FINRA, SIPC) is an institutionally focused specialized broker/dealer established in 1985 as a wholly owned subsidiary of Compass Capital Corporation.

Areas of Competence and Specialization:
• Debt and equity private placements of tax credit syndications, venture capital and alternative investments
• Third party long only, and hedge investment manager representation
• General securities

Compass serves investment professionals and their clients. Compass offers a broad range of financial products and services. In fact, through their business partners and clearing affiliations, Compass can offer virtually any product or service that national, full line brokerage firms offer.

Contacts: John Ahern | Bruce Winans
Address: 50 Braintree Hill Park, Suite 105 | Braintree, MA 02184
Phone: 781-535-6083
Emails: John@Compasssecurities.com | Bruce@Compasssecurities.com

Southport Harbor Associates provides the consulting and advisory services that help you maximize your capabilities by separating client support from fund administration. Southport Harbor Associates uses their familiarity with all components of the service provider universe (e.g., prime brokers, fund administrators, third-party marketers) when crafting the appropriate business model that meets the expressed needs of your organization. While the portfolio managers concentrate on portfolio performance, Southport Harbor Associates will provide a full suite of support services designed to enhance your clients’ experience.

Contact: David Rondeau
Address: 49 John Street | Southport, CT 06890
Phone: 203-292-8166
Email: drondeau@southport-harbor.com

Westwood Partners is a market leader in executive search, team lift-outs and advisory services for asset management serving both traditional and alternative managers. We work with a handful of clients ranging from globally-integrated managers, small specialists boutiques, insurance companies, pension funds, endowments and foundations. Our asset management expertise extends by product across all functional specializations found in 40, 4S, and FOFS.

Contact: Patricia Muller | Managing Director
Address: 51 West 52nd St., 12th Fl | New York, NY 10019
Phone: (212) 672-3354
Fax: (212) 757-4640
Email: pm@westwood-partners.com