CC USA LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
341124
Registered since
September 4, 2026
Fee structure
Percentage of AUM, Performance Based Fees, Other
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

CC USA LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm reports an institutional client focus and positions itself to provide portfolio management for pooled investment vehicles as well as for businesses and other institutional entities. Organizationally it identifies both a domestic entity and individual as owners and lists no classification beyond “unclassified.” Fee arrangements include asset‑based fees, performance‑based fees and other fee types, suggesting the firm intends to operate vehicles or mandates that carry incentive compensation alongside AUM-based management fees. Regulatory and industry affiliations on file describe CC USA LLC as functioning in roles beyond a simple adviser: it lists activity as an investment adviser, a commodity pool operator/CTA, and as a sponsor, general partner or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor, is not registered as a multi‑state adviser, and does not report acting as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Joshua Lowy

    Joshua Lowy

    Chief Financial OfficerCRD 6142928

Contacts

2 of 2
  • Marcus Talbert

    Senior AnalystCRD 4679361

  • Katrina West

    General Counsel & CCOCRD 6614573

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1330 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth