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COMPASS TECHNOLOGY GROUP, INC.
CRD 157388
530 OAK GROVE AVENUE, SUITE 205, MENLO PARK, CA, 94025-3268, United States
Phone
650-289-9852
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.3M
Discretionary AUM
$20.3M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
BASED ON EXPENSE REQUIREMENTS
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (pooled vehicles)MANAGE LIMITED PARTNERSHIP
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $20.3M |
Official SEC filing: View on IAPD