Paul Yau is a CFA-designated registered investment advisor at Compass Technology Group, INC., based in Menlo Park, CA, with 14 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Technology Group (CTG) manages investments for Compass Technology Partners II, L.P. (CTPII) and receives a quarterly management fee to cover expenses. CTPII pays a quarterly management fee of 0.25% in advance to its General Partner, which then pays CTG.
Location
530 Oak Grove Avenue, Ste 205, Menlo Park, CA, 94025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is the manager of Compass Management Partners II, LLC, the general partner of Compass Technology Partners II, LP. Compass Technology Group, Inc. is the investment advisor for this entity.
Employment History
Current Registrations
Compass Technology Group, INC.
State Registrations1 state
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