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Bank / Wealth / TrustRIA · CRD 109930SEC-Registered

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Compak Asset Management

Compak Asset Management was established in 1999 as a registered investment advisor. The firm supplies investment advisory services that include money...

Overview

Compak Asset Management was established in 1999 as a registered investment advisor. The firm supplies investment advisory services that include money management and financial planning. It serves individuals, trusts, and retirement plans across the United States. No recent operational events from the last 24 months appear in available records. Team size and additional offices remain undisclosed.

General information

Firm type

Bank / Wealth / Trust

Year founded

1999

Location

Region

North America

Country

United States

City

Newport Beach

Corporate office

Newport Beach, CA, United States

Frequently asked questions

Who runs investment decisions at Compak Asset Management?

No named principals or CIO appear in public records.

Does Compak Asset Management participate in fund commitments or only direct deals?

Public information does not disclose fund commitments or direct deal activity.

What investment stages does Compak Asset Management typically target?

The firm focuses on advisory services rather than stage-specific venture or private equity deployment.

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