CG Compass (USA) LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 129837
- Registered since
- May 26, 2004
Firm profile
FINTRXOverview
CG Compass (USA) LLC is organized as a limited liability company and has been SEC-registered since 2004. FINTRX classifies the firm as unclassified and lists the owner type as a mix of a domestic entity and an individual. The firm is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. FINTRX flags CG Compass (USA) LLC as not being a capital allocator and not an active ESG investor. The source file provides few details about the firm’s advisory services, fee structure, or client segments.
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
2 of 2Gerard Benares
Chief Operating OfficerCRD 2031717
Pedro Alvizua
Chief Compliance OfficerCRD 6441839
Contacts
3 of 14
Bettiana Gonzalez
Middle Office AnalystCRD 6620586
Maria Fernandez
RealtorCRD 6676352
Itaira Diaz
AVPCRD 7678542
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
- 590 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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