Company Information

Get to know Covepoint Capital Advisors

Covepoint Capital Advisors, LLC is an independent, fee-only Registered Investment Advisor (RIA) based in Greenwich, Connecticut. Founded with a commitment to long-term, tax-efficient capital appreciation, the firm focuses on investing in a concentrated equity portfolio of high-quality, durable-growth businesses. Their mission is to provide bespoke investment management services, aligning their interests directly with those of their clients, which primarily consist of high-net-worth individuals, families, and family offices.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Covepoint Capital Advisors

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.