CC PUERTO RICO, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN JUAN, PR
CRD number
336735

Firm profile

FINTRX

Overview

CC Puerto Rico, LLC is organized as a limited liability company and is structured more as a sponsor/manager of pooled investment vehicles than as a conventional retail advisory firm. Public filings identify the firm’s activities to include acting as an other investment adviser, a commodity pool operator or commodity trading advisor (CPO/CTA), and serving as sponsor, general partner or managing member of pooled vehicles. The firm is not identified as an active ESG investor, is not listed as a multi-state adviser, and is not described as a capital allocator in the available records. Those activity lines point toward manager responsibilities for private funds or pools rather than reporting discretionary advisory relationships with retail clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • MICHAEL DINAPOLI

    ManagerCRD 4906769

Wealth teams

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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

SAN JUAN, PR

Location

SAN JUAN, PR

Headquartered in SAN JUAN, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
1225 Juan Ponce De Leon
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth