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530 Oak Grove Avenue Suite 205, Menlo Park, CA 94025-3268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-16 |
Branch Locations
530 Oak Grove Avenue, Ste 205, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Technology Group, Inc. | Menlo Park | CA | 08/1999 | Present |
COMPASS TECHNOLOGY PARTNERS II, LP ("CTPII") AND ITS GENERAL PARTNER, COMPASS MANAGEMENT PARTNERS II, LLC ("CMPII") ARE INVESTMENT RELATED ENTITIES WITH OVERLAPPING OWNERS AT THE SAME ADDRESS AS COMPASS TECHNOLOGY GROUP, INC.("CTG"). I HAVE BEEN A PARTNER OF CTPII SINCE 2014 AND MANAGING MEMBER OF CMPII WHICH IS THE GENERAL PARTNER OF CTPII SINCE ITS INCEPTION 12/19/01. I ALLOCATE MY TIME AMONG THEM ACCORDING TO NEED AS THEY ARE ALL PART OF THE COMPASS INVESTMENT ACTIVITY DAILY. CTG IS THE INVESTMENT ADVISOR TO CTPII AND THE SERVICE COMPANY WHICH PAYS THE SALARIES, RENT AND OTHER EXPENSES PERTINENT TO ALL THESE ENTITIES. I AM ALSO A DIRECTOR OF ACCELITAS, INC. SINCE 3/12/08 AND SPEND 10 HRS A MONTH FOR ACCELITAS, ROUGHLY HALF OF WHICH OCCURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-12 |
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