Compass Rose Strategic Partners LLC

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Client assets under management

$102,983,896

Clients

150

45% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$686,559

About

Compass Rose Strategic Partners LLC provides financial planning, portfolio management (both discretionary and non‑discretionary), and advice on managed account programs to individuals, trusts, pension and profit‑sharing plans, and corporations. The firm’s services include comprehensive financial plans and ongoing investment oversight tailored to clients’ objectives and risk tolerances.

The firm’s investment process emphasizes customized asset‑allocation, selection of mutual funds, ETFs and third‑party portfolios, and ongoing monitoring using publicly available research and custodian‑provided research. Compass Rose analyzes and recommends third‑party managers, participates in Schwab Managed Accounts (Select, Access and Marketplace), and operates a wrap‑fee program described in Appendix 1 to its brochure.

Compared with many peer teams, Compass Rose combines a modest four‑person advisory team overseeing roughly $103 million with sponsorship of a wrap‑fee program and active recommendation and due‑diligence of other investment advisers’ managed‑account programs. The firm also notes adviser dual registrations and insurance licenses, and discloses potential conflicts tied to third‑party manager relationships and soft‑dollar benefits with procedures intended to address them.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Long-term care insurance Charitable giving & philanthropy

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning services may apply outside investment management

Percentage

$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.10% $3,000,001+: 1.00%

Commissions

Investment adviser representatives are also registered representatives of Vanderbilt Securities, LLC and licensed insurance agents, earning commissions on securities and insurance product sales.

Project-based

Approximately $400 per hour for financial planning services, negotiable

Other

Account minimum: $250,000 Fee-only: Hourly financial planning rate typically $400 per hour, negotiable; Fixed fees may apply for financial planning outside investment management

Main office location

Compass Rose Strategic Partners LLC

426 Boston Post Road, Suite A

Waterford CT 06385, United States

Number of offices

Most active in

Connecticut · Florida · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

X Website 860-437-7600

Advisors at this firm

Lynn C

Series 66

Waterford, CT

Compass Rose Strategic Partners LLC

Lynn Cravinho is a financial advisor at Compass Rose Strategic Partners LLC with 17 years of industry experience. She holds a Series 66 designation and has worked with Vanderbilt Financial Group since 2024. Prior to that, she was affiliated with Triad Advisors, Inc. and has been with Compass Rose Strategic Partners since 2012. Compass Rose Strategic Partners provides financial planning, portfolio management, and advice on managed-account programs for individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a tailored asset-allocation process using mutual funds, ETFs, and third-party managers, and serves a diverse client base including institutional entities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Long-term care insurance Charitable giving & philanthropy Retired Founder/Business Owner

Simone G

CFP®, Series 63, Series 65

Waterford, CT

Compass Rose Strategic Partners LLC

Simone Gladstone is a CFP® professional with 34 years of industry experience. She is currently with Compass Rose Strategic Partners LLC, where she has worked since 2012, and also affiliated with Vanderbilt Financial Group since 2024. Her background includes comprehensive financial planning and insurance services, including long-term care, term life, and variable universal life insurance products. Compass Rose Strategic Partners provides financial planning, portfolio management, and managed-account advisory services to individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a tailored asset-allocation process using mutual funds, ETFs, and third-party managers, with ongoing account monitoring and due diligence on sub-advisers.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Long-term care insurance Charitable giving & philanthropy Retired Founder/Business Owner

Travis G

Series 66

Waterford, CT

Compass Rose Strategic Partners LLC

Travis Gladstone is a financial advisor at Compass Rose Strategic Partners LLC with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Vanderbilt Securities, Thrivent Investment Management, and Shuttleworth Financial Group. Compass Rose Strategic Partners provides financial planning, portfolio management, and advice on managed-account programs to individuals, trusts, pension and profit-sharing plans, and corporations. The firm uses a tailored asset-allocation process with mutual funds, ETFs, and third-party managers, and offers both discretionary and non-discretionary investment management.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Long-term care insurance Charitable giving & philanthropy Retired Founder/Business Owner

Tyler L

Series 66

Waterford, CT

Compass Rose Strategic Partners LLC

Tyler Linforth is a financial advisor at Compass Rose Strategic Partners LLC with a Series 66 designation and one year of industry experience. His prior work includes service in the United States Navy and roles at Amentum and Vanderbilt Securities, LLC. Compass Rose Strategic Partners provides financial planning, portfolio management, and advice on managed-account programs to individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a tailored asset-allocation process using mutual funds, ETFs, and third-party managers, and monitors accounts at least annually to align with client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Long-term care insurance Charitable giving & philanthropy Retired Founder/Business Owner

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