CC USA LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 341124
- Registered since
- September 4, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
CC USA LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm reports an institutional client focus and positions itself to provide portfolio management for pooled investment vehicles as well as for businesses and other institutional entities. Organizationally it identifies both a domestic entity and individual as owners and lists no classification beyond “unclassified.” Fee arrangements include asset‑based fees, performance‑based fees and other fee types, suggesting the firm intends to operate vehicles or mandates that carry incentive compensation alongside AUM-based management fees. Regulatory and industry affiliations on file describe CC USA LLC as functioning in roles beyond a simple adviser: it lists activity as an investment adviser, a commodity pool operator/CTA, and as a sponsor, general partner or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor, is not registered as a multi‑state adviser, and does not report acting as a capital allocator or 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
1 of 1
Joshua Lowy
Chief Financial OfficerCRD 6142928
Contacts
2 of 2Marcus Talbert
Senior AnalystCRD 4679361
Katrina West
General Counsel & CCOCRD 6614573
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
- 1330 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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