Compass Point Research & Trading, LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 126258
- Registered since
- August 21, 2003
- Website
- www.compasspointllc.com
Firm profile
FINTRXOverview
Compass Point Research & Trading, LLC is organized as a limited liability company and has been SEC-registered since 2003. Public records categorize the firm as an investment bank rather than a traditional registered investment adviser or asset manager. Ownership is shown as a combination of a domestic entity and individual ownership. The dataset flags several operational characteristics: Compass Point Research & Trading does not act as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. There are no entries for advisory or specific business activity details in the provided profile.
Assets & Accounts
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
3 of 4
Michael Kiernan
Chief Operating OfficerCRD 2283816

Kevin Grant
Chief Compliance OfficerCRD 6383394

Burke Hayes
Chief Executive OfficerCRD 3211858
Contacts
3 of 35
Jason Stewart
DirectorCRD 3138710

Ali Faruqi
Research AssociateCRD 7702969

Giuliano Bologna
Managing Director, Senior Research AnalystCRD 5758635
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 2300 N St Nw
- Time zone
- ET (UTC-5)
- Office locations
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