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 |
Type | Company Name | Company Number | State |
---|---|---|---|
Headquarter of | SYMMETRY PARTNERS, LLC | 000-612-764 | ALABAMA |
Headquarter of | SYMMETRY PARTNERS, LLC | 5094012 | NEW YORK |
CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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1697493 | 151 NATIONAL DRIVE, GLASTONBURY, CT, 06033 | 151 NATIONAL DRIVE, GLASTONBURY, CT, 06033 | 8607816550 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Form type | N-PX |
File number | 028-17760 |
Filing date | 2024-08-06 |
Reporting date | 2024-06-30 |
File | View File |
Filings since 2024-07-11
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2024-07-11 |
Reporting date | 2024-06-30 |
File | View File |
Filings since 2024-04-02
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2024-04-02 |
Reporting date | 2024-03-31 |
File | View File |
Filings since 2024-01-02
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2024-01-02 |
Reporting date | 2023-12-31 |
File | View File |
Filings since 2023-10-10
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2023-10-10 |
Reporting date | 2023-09-30 |
File | View File |
Filings since 2023-07-05
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2023-07-05 |
Reporting date | 2023-06-30 |
File | View File |
Filings since 2023-04-03
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2023-04-03 |
Reporting date | 2023-03-31 |
File | View File |
Filings since 2023-01-06
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2023-01-06 |
Reporting date | 2022-12-31 |
File | View File |
Filings since 2022-10-03
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2022-10-03 |
Reporting date | 2022-09-30 |
File | View File |
Filings since 2022-07-11
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2022-07-11 |
Reporting date | 2022-06-30 |
File | View File |
Filings since 2022-04-04
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2022-04-04 |
Reporting date | 2022-03-31 |
File | View File |
Filings since 2022-01-11
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2022-01-11 |
Reporting date | 2021-12-31 |
File | View File |
Filings since 2021-10-18
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2021-10-18 |
Reporting date | 2021-09-30 |
File | View File |
Filings since 2021-07-07
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2021-07-07 |
Reporting date | 2021-06-30 |
File | View File |
Filings since 2021-05-03
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2021-05-03 |
Reporting date | 2021-03-31 |
File | View File |
Filings since 2021-02-18
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2021-02-18 |
Reporting date | 2020-12-31 |
File | View File |
Filings since 2020-12-18
Form type | 40-APP/A |
File number | 812-15066-01 |
Filing date | 2020-12-18 |
File | View File |
Filings since 2020-11-03
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2020-11-03 |
Reporting date | 2020-09-30 |
File | View File |
Filings since 2020-09-04
Form type | 40-APP/A |
File number | 812-15066-01 |
Filing date | 2020-09-04 |
File | View File |
Filings since 2020-07-20
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2020-07-20 |
Reporting date | 2020-06-30 |
File | View File |
Filings since 2020-05-28
Form type | 40-APP/A |
File number | 812-15066-01 |
Filing date | 2020-05-28 |
File | View File |
Filings since 2020-05-15
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2020-05-15 |
Reporting date | 2020-03-31 |
File | View File |
Filings since 2020-02-12
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2020-02-12 |
Reporting date | 2019-12-31 |
File | View File |
Filings since 2019-11-04
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2019-11-04 |
Reporting date | 2019-09-30 |
File | View File |
Filings since 2019-09-04
Form type | 40-APP |
File number | 812-15066-01 |
Filing date | 2019-09-04 |
File | View File |
Filings since 2019-08-07
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2019-08-07 |
Reporting date | 2019-06-30 |
File | View File |
Filings since 2019-05-22
Form type | 13F-HR/A |
File number | 028-17760 |
Filing date | 2019-05-22 |
Reporting date | 2018-12-31 |
File | View File |
Filings since 2019-05-13
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2019-05-13 |
Reporting date | 2019-03-31 |
File | View File |
Filings since 2019-03-04
Form type | 40-APP/A |
File number | 812-14943-01 |
Filing date | 2019-03-04 |
File | View File |
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 |
File | View File |
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 |
File | View File |
Filings since 2018-05-02
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2018-05-02 |
Reporting date | 2018-03-31 |
File | View File |
Filings since 2018-02-05
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2018-02-05 |
Reporting date | 2017-12-31 |
File | View File |
Filings since 2018-01-05
Form type | 40-APP |
File number | 812-14863-01 |
Filing date | 2018-01-05 |
File | View File |
Filings since 2017-11-09
Form type | 13F-HR |
File number | 028-17760 |
Filing date | 2017-11-09 |
Reporting date | 2017-09-30 |
File | View File |
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 |
File | View File |
LEI number | Registered As | Jurisdiction Of Formation | General Category | Entity Status | Entity created at | |||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
254900GIBNEXQIJ4I827 | 0559875 | US-CT | GENERAL | ACTIVE | 1997-04-03 | |||||||||||||||||||
|
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 |
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 | |||||||||||||||||||||||||||||||||||||
|
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
Name | Role |
---|---|
CORPORATION SERVICE COMPANY | Agent |
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 |
Type | Old value | New value | Date of change |
---|---|---|---|
Name change | STRATEGIC PARTNERS, L.L.C. | SYMMETRY PARTNERS, LLC | 2003-12-15 |
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