Advisor at Compass Technology Group, Inc.
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Firm
Compass Technology Group, Inc.
Location
Menlo Park, CA 94025
Credentials
CFA®
Industry experience
14 years
Paul Yau is a CFA® charterholder with 14 years of industry experience, currently serving at Compass Technology Group, Inc. since 2003. He manages Compass Management Partners II, LLC, the general partner of Compass Technology Partners II, LP. Compass Technology Group, Inc. acts as the registered investment adviser to a single pooled vehicle focused on discretionary portfolio management of technology and medical-technology equities, primarily targeting small- and mid-cap public companies. The firm employs a long/short strategy supported by fundamental research, industry contacts, and technical analysis, with active hedging and flexible cash management.
Based on Compass Technology Group, Inc.
Based on Compass Technology Group, Inc.
15% performance fee on profits above a high water mark, charged annually at fiscal year end.
Account minimum: $1,100,000
530 Oak Grove Avenue, Ste 205
Menlo Park, CA 94025
California
Compass Technology Group, Inc.
2003 - Present (23 years)
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I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
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