# Compak Asset Management

Compak Asset Management is a Bank / Wealth / Trust based in Newport Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** compak.com
- **LinkedIn:** https://www.linkedin.com/company/compak

## Regulatory record

- **CRD number:** 109930
- **SEC file number:** 801-58081
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109930

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/compak-asset-management

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