Compass Technology Group, Inc.

Compass Technology Group, Inc. is a registered adviser that serves a single pooled vehicle, Compass Technology Partners II, LP, and does not provide advisory services to individual retail clients. The firm manages the fund on a discretionary basis with a small investment team and provides quarterly reporting to limited partners along with an annual audited financial statement.

The fund pursues a fundamental, stock‑centric long/short strategy focused principally on small‑ and mid‑capitalization technology and medical‑technology companies, drawing on independent research, Silicon Valley industry contacts, and attendance at conferences and trade shows. Risk management tools include position diversification within technology sub-sectors, the use of short sales and inverse ETFs as hedges, attention to technical behavior alongside fundamentals, and a willingness to hold meaningful cash during dislocations.

Compared with many peers, the firm does not rely on advisory fees calculated as a straight percentage of assets under management; instead, its compensation is paid through its fund and general‑partner arrangements and includes performance‑linked elements subject to a high‑water‑mark. Other distinguishing operational features include a modest asset base managed by a compact team, explicit limits at the time of investment to avoid concentration and practices to scale back outsized winners, and formal governance controls such as a designated chief compliance officer, an independent custodian, and audited quarterly reporting.