# Compass Global Fund

Compass Global Fund is an Asset Manager based in Menlo Park, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Menlo Park, United States
- **Region:** North America
- **Address:** Menlo Park, United States
- **Assets under management:** Undisclosed
- **Website:** compassfinancialsa.com

## Regulatory record

- **Reports private funds:** No

## About

Welcome to Compass Financial Group. Your trusted partner for comprehensive financial planning and retirement solutions.

## Sectors

- Financial Services
- Wealth Management
- Retirement Planning

## Offices

- New York
- Southport
- Almaty
- San Francisco
- Memphis
- Pasadena

## People

- Frank Dimicelli — Fiduciary, Financial Strategist President, CEO
- Brandon Dimicelli — Fiduciary, Financial Strategist

## Questions

### Who runs investment decisions at Compass Global Fund?

Frank Dimicelli serves as President, CEO, and fiduciary financial strategist (per firm website). Brandon Dimicelli also holds a fiduciary financial strategist role. The investment decisions are led by the Dimicelli team, with client-specific strategies developed through a 4-step process.

### How does Compass Global Fund source proprietary deal flow?

The firm does not disclose proprietary deal flow. Its investment approach is advisory-based, focusing on retirement planning for federal employees. The firm partners with FedImpact for federal benefit analysis and uses third-party estate planning attorneys for legacy creation.

### Does Compass Global Fund participate in fund commitments or only direct deals?

Compass Global Fund does not disclose participation in fund commitments or direct deals. The firm focuses on financial planning and retirement solutions for individual clients, particularly federal employees. No data on institutional investment vehicles is available.

### What investment stages does Compass Global Fund typically target?

Compass Global Fund does not target specific investment stages. Its services are centered on retirement planning, including financial introductions, comprehensive reviews, routine reviews, and legacy creation. The firm works with clients across all stages of retirement preparation.

### How is Compass Global Fund related to Compass Financial Group?

Compass Global Fund is not explicitly defined as a separate entity from Compass Financial Group. The website for Compass Financial Group presents the firm's services and team. The Altss research record lists Compass Global Fund as a firm name, but public information shows the advisory operating under Compass Financial Group.

## Related profiles

- [Lanes Brands](https://altss.com/profile/lanes-brands)
- [The Time](https://altss.com/profile/thetime)

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Last updated: 2026-08-10T19:36:47.593Z

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