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 is recorded in FINTRX as an SEC-registered adviser since 2004. The ownership is listed as a mix of a domestic entity and an individual. The data classifies the firm as Unclassified and indicates it does not act as a capital allocator, is not an active ESG investor, and is not a pension consultant or related adviser. The firm has not provided substantive disclosure about its client mix, fee schedules, core business activities or specific advisory services to FINTRX. FINTRX also marks the firm as not a multi-state adviser, although other location data in the record shows multiple physical offices (see Location & Offices).
Assets & Accounts
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 13
Juan Rodriguez Osorio
Managing DirectorCRD 4674397

Jennifer Howarth Lima
Compliance PrincipalCRD 2657467

Alejandro Vicens
VP, ConsultantCRD 2683751
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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