COMPASS TECHNOLOGY GROUP, INC.

RIASEC Registered
Total AUM
$20.3M
Discretionary
$20.3M
100% of AUM
Avg account
$20.3M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
MENLO PARK, California
CRD number
157388
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Compass Technology Group, Inc. operates as a small, institutionally focused hedge fund manager that concentrates its advisory activity on pooled investment vehicles. The firm acts as sponsor, general partner and managing member of at least one fund and positions its activity around allocating to venture capital exposure alongside its hedge fund strategies. Compass Technology Group, Inc. reports an institutional client base and uses a fee model described as “other,” indicating nonstandard or bespoke fee arrangements rather than simple AUM-percentage pricing. Investment activity is concentrated: the manager runs a single pooled vehicle and sources third-party venture capital managers as part of its alternatives program. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser, which suggests a compact operational footprint and a focus on targeted manager selection and fund-level portfolio construction rather than broad retail distribution.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MARTHA ARSCOTT

    Chief Financial OfficerCRD 5910581

Contacts

2 of 2
  • PAUL YAU

    Portfolio ManagerCRD 5910604

  • DAVID ARSCOTT

    PartnerCRD 5910545

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
530 Oak Grove Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth