CPI CAPITAL SERVICES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 331203
- Registered since
- May 6, 2025
Firm profile
FINTRXOverview
CPI Capital Services LLC is a limited liability company that registered with the SEC in 2025 and is owned by an individual. The firm’s primary role is sponsoring and operating pooled investment vehicles; it identifies as a sponsor, general partner and managing member of such funds. It is not positioned as a capital allocator to third-party managers, does not classify itself under a standard adviser category in the source data, and is not flagged as an active ESG investor or a multi-state adviser.
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
Contacts
2 of 2BRIAN OCALLAGHAN
MemberCRD 2249387
ALEXANDER GUIRA
Managing PartnerCRD 1891605
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
- 10 E 40th St
- Time zone
- ET (UTC-5)
- Office locations
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