CTA Financial LLC

CTA Financial LLC invests in private equity opportunities in the lower middle market, targeting founder- or family-owned businesses with at least $3...

CTA Financial LLC

CTA Financial LLC invests in private equity opportunities in the lower middle market, targeting founder- or family-owned businesses with at least $3 million EBITDA. The firm provides exit strategies and supports management through succession and subsequent growth in sectors including business services, manufacturing, and automotive aftermarket. As a registered Commodity Trading Advisor, it advises businesses and qualified investors on hedging and trading strategies using futures, options, and swaps, with expertise in the energy and fuels industry.

General information

Firm type

Family Office

Year founded

—

AUM

—

Location

Region

North America

Country

United States

City

New York

Corporate office

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What is CTA Financial LLC?

CTA Financial LLC is a family office headquartered in New York, United States.

Where is CTA Financial LLC headquartered?

CTA Financial LLC is headquartered in New York, United States, in the North America region.

What does Altss track for CTA Financial LLC?

Altss maintains an OSINT-verified profile of CTA Financial LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is CTA Financial LLC?

CTA Financial LLC is classified by Altss as a Family Office, operating from United States within the North America region.

How does Altss source intelligence on CTA Financial LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was CTA Financial LLC's Altss profile last updated?

CTA Financial LLC's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.