Compak Asset Management
● SEC registered since 2000CRD 109930SEC# 801-58081Newport Beach, CA
Reg. AUM
$1.52B
Employees
20
Accounts
2,939
Location
Newport Beach, CA
Compak Asset Management assets under management
Compak Asset Management operates as an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2000. It reports $1.5 billion in regulatory assets under management and employs 20 people.
Compak Asset Management owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Feroz Ulhaq Ansari Control | Cco / Senior Principal | 10-25% | 2005 |
| Moeez Ul-Haq Ansari Control | President | Over 75% | 1999 |
Frequently asked questions
How much does Compak Asset Management manage?
Compak Asset Management reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Compak Asset Management have?
Compak Asset Management reports 20 employees.
Where is Compak Asset Management located?
Compak Asset Management is based in Newport Beach, CA and has been SEC-registered since 2000.
Does Compak Asset Management disclose fund performance?
Compak Asset Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1801 Dove Street, Newport Beach, CA 92660 |
| Phone | (800) 388-9700 |
| Fax | 877-454-5591 |
| Office hours | 7:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.52B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$1.52Bregulatory AUM
Discretionary $1.49BNon-discretionary $21.9M