| Entity Name: | FREMONT WEALTH MANAGEMENT, LIMITED PARTNERSHIP |
| Jurisdiction: | Connecticut |
| Legal type: | Limited Partnership |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 20 Jan 1995 |
| Business ALEI: | 0507035 |
| Annual report due: | 20 Jan 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 3530 POST RD., STE 203, SOUTHPORT, CT, 06890, United States |
| Mailing address: | 3530 POST RD., STE 203, SOUTHPORT, CT, United States, 06890 |
| ZIP code: | 06890 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | stu@sjgcpa.com |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| PATRICK FREMONT | Agent | 3530 POST RD., STE 203, SOUTHPORT, CT, 06890, United States | +1 203-530-6592 | pfremont@fremontwealth.com | 843 NORTH GREENBRIER DRIVE, ORANGE, CT, 06477, United States |
| Name | Role | Business address |
|---|---|---|
| BETTS BROOK CAPITAL, INC. | Officer | 37 NORTH AVENUE, NORWALK, CT, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | SCHWARTZ & HOFFLICH CAPITAL MANAGEMENT, LIMITED PARTNERSHIP | FREMONT WEALTH MANAGEMENT, LIMITED PARTNERSHIP | 2011-04-18 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012357311 | 2024-05-29 | No data | Annual Report | Annual Report | No data |
| BF-0011256219 | 2023-01-12 | No data | Annual Report | Annual Report | No data |
| BF-0010173894 | 2022-02-17 | No data | Annual Report | Annual Report | 2022 |
| 0007240827 | 2021-03-18 | No data | Annual Report | Annual Report | 2021 |
| 0007240816 | 2021-03-18 | No data | Annual Report | Annual Report | 2020 |
| 0006294420 | 2018-12-18 | No data | Annual Report | Annual Report | 2019 |
| 0006063707 | 2018-02-08 | No data | Change of Agent Address | Agent Address Change | No data |
| 0006063776 | 2018-02-08 | No data | Annual Report | Annual Report | 2017 |
| 0006080208 | 2018-02-08 | 2018-02-08 | Change of Agent | Agent Change | No data |
| 0006063781 | 2018-02-08 | No data | Annual Report | Annual Report | 2018 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
