CG Compass (USA) LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
15
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
129837
Registered since
May 26, 2004

Firm profile

FINTRX

Overview

CG Compass (USA) LLC is organized as a limited liability company and is owned by a mix of a domestic entity and an individual owner. FINTRX classifies the firm as "Unclassified," and the firm does not present itself as a capital allocator. Available data indicate it is not positioned as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has not provided details about its client base, fee schedules, specific advisory activities, or investment process in the submitted data.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Gerard Benares

    Chief Operating OfficerCRD 2031717

  • Pedro Alvizua

    Pedro Alvizua

    Chief Compliance OfficerCRD 6441839

Contacts

3 of 13
  • Juan Rodriguez Osorio

    Juan Rodriguez Osorio

    Managing DirectorCRD 4674397

  • Jennifer Howarth Lima

    Jennifer Howarth Lima

    Compliance PrincipalCRD 2657467

  • Alejandro Vicens

    Alejandro Vicens

    VP, ConsultantCRD 2683751

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth