COMPASS TECHNOLOGY GROUP, INC.
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 157388
- Website
- www.compasstechpartners.com
- Fee structure
- Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MARTHA ARSCOTT
Chief Financial OfficerCRD 5910581
Contacts
2 of 2PAUL YAU
Portfolio ManagerCRD 5910604
DAVID ARSCOTT
PartnerCRD 5910545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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