CG COMPASS (USA) LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 129837
- Registered since
- May 26, 2004
Firm profile
FINTRXOverview
CG Compass (USA) LLC is organized as a limited liability company and is SEC-registered with an initial registration year of 2004. Public filings identify the ownership as a combination of a domestic entity and an individual. The firm's regulatory classification is listed as unclassified, and the snapshot data indicates it does not operate as a capital allocator. Available disclosures are sparse on the firm's day-to-day advisory activities, client segments, and fee arrangements. The dataset also flags CG Compass (USA) LLC as not positioning itself as an active ESG investor, not operating across multiple states as a designated multi-state adviser, and not identifying as a pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2GERARD BENARES
Chief Operating OfficerCRD 2031717
PEDRO ALVIZUA
Chief Compliance OfficerCRD 6441839
Contacts
3 of 18BETTIANA GONZALEZ
Middle Office AnalystCRD 6620586
Maria Fernandez
RealtorCRD 6676352
Itaira Diaz
AVPCRD 7678542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 590 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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