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SYMMETRY PARTNERS, LLC

Headquarter

Company Details

Entity Name: SYMMETRY PARTNERS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 03 Apr 1997 (Companies founded in April 1997)
Business ALEI: 0559875
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 151 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States
Mailing address: 151 NATIONAL DRIVE, GLASTONBURY, CT, United States, 06033
ZIP code: 06033 (Companies in Hartford, 06033)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: Compliancemail@cscinfo.com

Links between entities

Type Company Name Company Number State
Headquarter of SYMMETRY PARTNERS, LLC 000-612-764 ALABAMA
Headquarter of SYMMETRY PARTNERS, LLC 5094012 NEW YORK

Central Index Key

CIK number Mailing Address Business Address Phone
1697493 151 NATIONAL DRIVE, GLASTONBURY, CT, 06033 151 NATIONAL DRIVE, GLASTONBURY, CT, 06033 8607816550

Filings since 2024-08-06

Form type N-PX
File number 028-17760
Filing date 2024-08-06
Reporting date 2024-06-30
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Filings since 2024-07-11

Form type 13F-HR
File number 028-17760
Filing date 2024-07-11
Reporting date 2024-06-30
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Filings since 2024-04-02

Form type 13F-HR
File number 028-17760
Filing date 2024-04-02
Reporting date 2024-03-31
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Filings since 2024-01-02

Form type 13F-HR
File number 028-17760
Filing date 2024-01-02
Reporting date 2023-12-31
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Filings since 2023-10-10

Form type 13F-HR
File number 028-17760
Filing date 2023-10-10
Reporting date 2023-09-30
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Filings since 2023-07-05

Form type 13F-HR
File number 028-17760
Filing date 2023-07-05
Reporting date 2023-06-30
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Filings since 2023-04-03

Form type 13F-HR
File number 028-17760
Filing date 2023-04-03
Reporting date 2023-03-31
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Filings since 2023-01-06

Form type 13F-HR
File number 028-17760
Filing date 2023-01-06
Reporting date 2022-12-31
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Filings since 2022-10-03

Form type 13F-HR
File number 028-17760
Filing date 2022-10-03
Reporting date 2022-09-30
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Filings since 2022-07-11

Form type 13F-HR
File number 028-17760
Filing date 2022-07-11
Reporting date 2022-06-30
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Filings since 2022-04-04

Form type 13F-HR
File number 028-17760
Filing date 2022-04-04
Reporting date 2022-03-31
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Filings since 2022-01-11

Form type 13F-HR
File number 028-17760
Filing date 2022-01-11
Reporting date 2021-12-31
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Filings since 2021-10-18

Form type 13F-HR
File number 028-17760
Filing date 2021-10-18
Reporting date 2021-09-30
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Filings since 2021-07-07

Form type 13F-HR
File number 028-17760
Filing date 2021-07-07
Reporting date 2021-06-30
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Filings since 2021-05-03

Form type 13F-HR
File number 028-17760
Filing date 2021-05-03
Reporting date 2021-03-31
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Filings since 2021-02-18

Form type 13F-HR
File number 028-17760
Filing date 2021-02-18
Reporting date 2020-12-31
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Filings since 2020-12-18

Form type 40-APP/A
File number 812-15066-01
Filing date 2020-12-18
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Filings since 2020-11-03

Form type 13F-HR
File number 028-17760
Filing date 2020-11-03
Reporting date 2020-09-30
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Filings since 2020-09-04

Form type 40-APP/A
File number 812-15066-01
Filing date 2020-09-04
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Filings since 2020-07-20

Form type 13F-HR
File number 028-17760
Filing date 2020-07-20
Reporting date 2020-06-30
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Filings since 2020-05-28

Form type 40-APP/A
File number 812-15066-01
Filing date 2020-05-28
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Filings since 2020-05-15

Form type 13F-HR
File number 028-17760
Filing date 2020-05-15
Reporting date 2020-03-31
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Filings since 2020-02-12

Form type 13F-HR
File number 028-17760
Filing date 2020-02-12
Reporting date 2019-12-31
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Filings since 2019-11-04

Form type 13F-HR
File number 028-17760
Filing date 2019-11-04
Reporting date 2019-09-30
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Filings since 2019-09-04

Form type 40-APP
File number 812-15066-01
Filing date 2019-09-04
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Filings since 2019-08-07

Form type 13F-HR
File number 028-17760
Filing date 2019-08-07
Reporting date 2019-06-30
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Filings since 2019-05-22

Form type 13F-HR/A
File number 028-17760
Filing date 2019-05-22
Reporting date 2018-12-31
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Filings since 2019-05-13

Form type 13F-HR
File number 028-17760
Filing date 2019-05-13
Reporting date 2019-03-31
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Filings since 2019-03-04

Form type 40-APP/A
File number 812-14943-01
Filing date 2019-03-04
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Filings since 2019-02-06

Form type 13F-HR
File number 028-17760
Filing date 2019-02-06
Reporting date 2018-12-31
File View File

Filings since 2019-02-05

Form type 40-APP/A
File number 812-14943-01
Filing date 2019-02-05
File View File

Filings since 2019-02-04

Form type 40-APP/A
File number 812-14943-01
Filing date 2019-02-04
File View File

Filings since 2019-02-04

Form type 40-APP/A
File number 812-14943-01
Filing date 2019-02-04
File View File

Filings since 2018-11-06

Form type 13F-HR
File number 028-17760
Filing date 2018-11-06
Reporting date 2018-09-30
File View File

Filings since 2018-08-30

Form type 40-APP
File number 812-14943-01
Filing date 2018-08-30
File View File

Filings since 2018-08-30

Form type 40-APP
File number 812-14942-01
Filing date 2018-08-30
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Filings since 2018-08-06

Form type 13F-HR
File number 028-17760
Filing date 2018-08-06
Reporting date 2018-06-30
File View File

Filings since 2018-05-23

Form type APP WD
File number 028-17760
Filing date 2018-05-23
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Filings since 2018-05-02

Form type 13F-HR
File number 028-17760
Filing date 2018-05-02
Reporting date 2018-03-31
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Filings since 2018-02-05

Form type 13F-HR
File number 028-17760
Filing date 2018-02-05
Reporting date 2017-12-31
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Filings since 2018-01-05

Form type 40-APP
File number 812-14863-01
Filing date 2018-01-05
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Filings since 2017-11-09

Form type 13F-HR
File number 028-17760
Filing date 2017-11-09
Reporting date 2017-09-30
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Filings since 2017-08-02

Form type 13F-HR
File number 028-17760
Filing date 2017-08-02
Reporting date 2017-06-30
File View File

Filings since 2017-05-08

Form type 13F-HR
File number 028-17760
Filing date 2017-05-08
Reporting date 2017-03-31
File View File

Filings since 2017-02-13

Form type 13F-HR
File number 028-17760
Filing date 2017-02-13
Reporting date 2016-12-31
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Legal Entity Identifier

LEI number Registered As Jurisdiction Of Formation General Category Entity Status Entity created at
254900GIBNEXQIJ4I827 0559875 US-CT GENERAL ACTIVE 1997-04-03

Addresses

Legal C/O CORPORATION SERVICE COMPANY, Goodwin Square 225 Asylum Street, 20th Floor, Hartford, US-CT, US, 06103
Headquarters 151 NATIONAL DRIVE, GLASTONBURY, US-CT, US, 06033

Registration details

Registration Date 2024-06-19
Last Update 2024-06-19
Status ISSUED
Next Renewal 2025-06-19
LEI Issuer 5493001KJTIIGC8Y1R12
Corroboration Level FULLY_CORROBORATED
Data Validated As 0559875

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SYMMETRY PARTNERS, LLC 401(K) PLAN 2023 061482171 2024-10-11 SYMMETRY PARTNERS, LLC 111
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342096
Plan sponsor’s address 151 NATIONAL DRIVE, GLASTONBURY, CT, 060330737

Signature of

Role Plan administrator
Date 2024-10-11
Name of individual signing MICHAEL J MCCARTHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-11
Name of individual signing MICHAEL J MCCARTHY
Valid signature Filed with authorized/valid electronic signature
SYMMETRY PARTNERS, LLC 401(K) PLAN 2018 061482171 2019-10-14 SYMMETRY PARTNERS, LLC 141
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342077
Plan sponsor’s mailing address P.O. BOX 737, GLASTONBURY, CT, 060330737
Plan sponsor’s address 151 NATIONAL DRIVE, GLASTONBURY, CT, 060331274

Number of participants as of the end of the plan year

Active participants 104
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 43
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 145
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2019-10-14
Name of individual signing MICHAEL MCCARTHY
Valid signature Filed with authorized/valid electronic signature
SYMMETRY PARTNERS, LLC 401(K) PLAN 2017 061482171 2018-10-12 SYMMETRY PARTNERS, LLC 138
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342077
Plan sponsor’s mailing address P.O. BOX 737, GLASTONBURY, CT, 060330737
Plan sponsor’s address 151 NATIONAL DRIVE, GLASTONBURY, CT, 060331274

Number of participants as of the end of the plan year

Active participants 101
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 34
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 130
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2018-10-12
Name of individual signing MICHAEL MCCARTHY
Valid signature Filed with authorized/valid electronic signature
SYMMETRY PARTNERS, LLC 401(K) PLAN 2016 061482171 2017-07-20 SYMMETRY PARTNERS, LLC 118
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342077
Plan sponsor’s address P.O. BOX 737, GLASTONBURY, CT, 060330737

Signature of

Role Plan administrator
Date 2017-07-20
Name of individual signing DOUGLAS A ROSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-20
Name of individual signing PATRICK A SWEENY
Valid signature Filed with authorized/valid electronic signature
SYMMETRY PARTNERS, LLC 401(K) PLAN 2016 061482171 2017-07-21 SYMMETRY PARTNERS, LLC 118
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342077
Plan sponsor’s address P.O. BOX 737, GLASTONBURY, CT, 060330737

Signature of

Role Plan administrator
Date 2017-07-21
Name of individual signing DOUGLAS A ROSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-21
Name of individual signing PATRICK A SWEENY
Valid signature Filed with authorized/valid electronic signature
SYMMETRY PARTNERS, LLC 401(K) PLAN 2016 061482171 2017-07-21 SYMMETRY PARTNERS, LLC 118
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342077
Plan sponsor’s address P.O. BOX 737, GLASTONBURY, CT, 060330737

Signature of

Role Plan administrator
Date 2017-07-21
Name of individual signing DOUGLAS A ROSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-21
Name of individual signing PATRICK A SWEENY
Valid signature Filed with authorized/valid electronic signature
SYMMETRY PARTNERS, LLC 401(K) PLAN 2015 061482171 2016-07-12 SYMMETRY PARTNERS, LLC 115
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342077
Plan sponsor’s address P.O. BOX 737, GLASTONBURY, CT, 060330737

Signature of

Role Plan administrator
Date 2016-07-12
Name of individual signing DOUGLAS A ROSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-12
Name of individual signing DAVID E CONNELLY JR
Valid signature Filed with authorized/valid electronic signature
SYMMETRY PARTNERS, LLC 401(K) PLAN 2014 061482171 2015-07-10 SYMMETRY PARTNERS, LLC 102
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342077
Plan sponsor’s address P.O. BOX 737, GLASTONBURY, CT, 060330737

Signature of

Role Plan administrator
Date 2015-07-10
Name of individual signing DOUGLAS A ROSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-10
Name of individual signing DAVID E CONNELLY JR
Valid signature Filed with incorrect/unrecognized electronic signature
SYMMETRY PARTNERS, LLC 401(K) PLAN 2013 061482171 2014-07-15 SYMMETRY PARTNERS, LLC 86
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342077
Plan sponsor’s address P.O. BOX 737, GLASTONBURY, CT, 060330737

Signature of

Role Plan administrator
Date 2014-07-15
Name of individual signing DOUGLAS A ROSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-15
Name of individual signing DAVID E CONNELLY JR
Valid signature Filed with authorized/valid electronic signature
SYMMETRY PARTNERS, LLC 401(K) PLAN 2012 061482171 2013-07-09 SYMMETRY PARTNERS, LLC 85
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342077
Plan sponsor’s address P.O. BOX 737, GLASTONBURY, CT, 060330737

Signature of

Role Plan administrator
Date 2013-07-09
Name of individual signing DOUGLAS A ROSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-09
Name of individual signing DAVID E CONNELLY JR
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Officer

Name Role Business address Residence address
David E. Connelly, Jr. Officer 151 National Dr, Glastonbury, CT, 06033-1274, United States 297 Woodland St, South Glastonbury, CT, 06073-2722, United States

History

Type Old value New value Date of change
Name change STRATEGIC PARTNERS, L.L.C. SYMMETRY PARTNERS, LLC 2003-12-15

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012592709 2024-03-26 2024-03-26 Interim Notice Interim Notice No data
BF-0012159761 2024-03-19 No data Annual Report Annual Report No data
BF-0011264596 2023-03-23 No data Annual Report Annual Report No data
BF-0010329403 2022-03-22 No data Annual Report Annual Report 2022
BF-0010479078 2022-01-14 2022-01-14 Mass Agent Change � Address Agent Address Change No data
0007235827 2021-03-16 No data Annual Report Annual Report 2021
0006950703 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006943532 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006734008 2020-01-28 No data Annual Report Annual Report 2020
0006476400 2019-03-19 No data Annual Report Annual Report 2019

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website