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Compak Asset Management

Compak Asset Management. CRD 109930

Compak Asset Management logo

CRD: 109930

Compak Asset Management

Newport Beach, CA, 92660
8003889700
compak.com
$1.5B Total AUM
$1.5B Disc. AUM
19.2% 3Y CAGR
20 Employees
1,751 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Goldman Sachs · JP Morgan
Clients
Retail and Institutional
Platforms
MeridianCapital +more
Established Date
11-06-2000
Office Locations
1

Office Locations

1801 Dove Street Newport Beach CA

About Compak Asset Management

Compak Asset Management is an SEC-registered RIA providing comprehensive wealth management for families, including financial planning, tax optimization, estate and insurance/risk planning, philanthropy, and alternative investments. The team includes portfolio managers with CFA/CFP expertise and publishes regular market insights via its Investment Committee podcast and video updates, with client experience supported by Fidelity’s digital platform.

Team overview

48 AVG AGE
$108.4M AVG AUM / ADVISOR
$866.3K AVG AUM / CLIENT
14.6 yrs AVG TENURE
20 Employees
14 Advisory Reps
14 RIA Reps
25yrs Firm Age

Insights

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Accredited Investors

Quantum Summit crest

Asset Classes

Radial horizon Zenith Optima frontier Summit Summit legacy Harbor Insight

Custodian

Vector Insight Legacy Delta meridian Delta ridge

Investment Themes

Unison Pioneer vital Horizon Meridian Pathway quantum

Investment Vehicles

Prime optima

Services

Catalyst Ember summit North Bridge Bridge Ridge Radial radial Capital focus

Technology

Bridge radial Bridge insight Radial matrix

Owner & Executives

MOEEZ UL-HAQ ANSARI

MOEEZ UL-HAQ ANSARI

Chief Investment Officer, President

CRD
#4053253
Ownership
75% or more
(618) 818-8894
matrix.optima@radialcapital.com
in linkedin.com/in/foundation-signal
FEROZ ULHAQ ANSARI

FEROZ ULHAQ ANSARI

Chief Compliance Officer, Principal, SENIOR PRINCIPAL

CRD
#2304944
Ownership
10% but less than 25%
(311) 345-7627
quantum.bridge@bridgecapital.com
in linkedin.com/in/ridge-prime

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Contacts

IMRAN ULHAQ ANSARI

IMRAN ULHAQ ANSARI

Broker

CRD
#5823704
(652) 455-4872
glacier.zenith@catalystcapital.com
in linkedin.com/in/momentum-capital
JAVAID ULHAQ ANSARI

JAVAID ULHAQ ANSARI

Vice President

CRD
#4726785
(455) 972-3358
beacon.momentum@optimacapital.com
in linkedin.com/in/optima-legacy
V

Vital vital

Capital vital

CRD
#38251
(509) 904-6829
unison.focus@optimacapital.com
in linkedin.com/in/timber-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-30-2023
03-29-2024
03-31-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $1,494,984,036 $551,451
Non-Discretionary $21,939,740 $96,227
Total $1,516,923,776 $516,136

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Separately Managed Accounts

Total SMA Asset: $1,516,923,776

$1.5B Total SMA
Equity - Exchange:
13.7%
Public Funds:
24.4%
Corporate - Investment Grade:
14.4%
Cash:
5.4%
U.S. Government/Agency:
10.4%
Corporate - Non-Investment Grade:
9.0%
Equity - OTC:
7.6%
Other:
15.1%
Asset class Assets Assets %
Equity - Exchange $1,028,063,006 13.7%
Public Funds $1,831,002,726 24.4%
Corporate - Investment Grade $1,080,591,773 14.4%
Cash $405,221,915 5.4%
U.S. Government/Agency $780,427,391 10.4%
Corporate - Non-Investment Grade $675,369,858 9.0%
Equity - OTC $570,312,324 7.6%
Other $1,133,120,539 15.1%
Total $7,504,109,532 100.0%

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