# CC USA LLC

> CC USA LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated September 1, 2026.

- CRD: 341124
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341124
- AdvisorCensus page: https://advisorcensus.com/firm/cc-usa-llc-new-york-ny-341124

## Quick answers

**How is CC USA LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CC USA LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is CC USA LLC located?**
CC USA LLC's principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is CC USA LLC registered with the SEC or a state?**
CC USA LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 341124.

**What types of clients does CC USA LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does CC USA LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341124

**What changed in CC USA LLC's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC. Added an office in Darrien, CT. Added an office in Houston, TX. Added an office in Rehoboth, DE. Added an office in San Juan, PR. Added an office in West Chester, PA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, DE, PA, PR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Darrien, CT
- Houston, TX
- Rehoboth, DE
- San Juan, PR
- West Chester, PA

### Websites listed on Form ADV (Item 1.I)
- covaliscapital.com
- LinkedIn @covalis-capital-llp

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.
- Added an office in Darrien, CT.
- Added an office in Houston, TX.
- Added an office in Rehoboth, DE.
- Added an office in San Juan, PR.
- Added an office in West Chester, PA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CC USA LLC (CRD 341124): Form ADV filing data as of October 2026.