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 is classified in FINTRX as an investment bank. The firm registered with the SEC in 2003. Record fields indicate domestic ownership with individual involvement. FINTRX does not list advisory business lines, fee schedules, or a client base for the entity, and it is marked as not operating as a capital allocator. The profile in the data set identifies the firm as not being an active ESG investor and not operating as a multistate adviser or pension consultant. There are no entries in the FINTRX record describing related advisers, advisory activities, or other business functions beyond the investment bank classification.
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 36
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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