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ALGONQUIN ADVISORS LLC

Company Details

Entity Name: ALGONQUIN ADVISORS LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 16 Oct 1998
Business ALEI: 0604648
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 220 E 42nd st., 32nd fl c/o MR. GEORGE T. HUBBARD, new york, NY, 10017, United States
Mailing address: 220 E 42nd st., 32nd fl c/o MR. GEORGE T. HUBBARD, new york, NY, United States, 10017
Place of Formation: CONNECTICUT
E-Mail: jhyman@ceritypartners.com

Central Index Key

CIK number Mailing Address Business Address Phone
1481836 TWO GREENWICH OFFICE PARK, GREENWICH, CT, 06831 TWO GREENWICH OFFICE PARK, GREENWICH, CT, 06831 203-629-2114

Filings since 2012-03-02

Form type D/A
File number 021-139229
Filing date 2012-03-02
File View File

Filings since 2011-03-03

Form type D/A
File number 021-139229
Filing date 2011-03-03
File View File

Filings since 2010-03-03

Form type D
File number 021-139229
Filing date 2010-03-03
File View File

Legal Entity Identifier

LEI number Registered As Jurisdiction Of Formation General Category Entity Status Entity created at
549300F24SQH5KORH804 0604648 US-CT GENERAL ACTIVE No data

Addresses

Legal C/O C T Corporation System, 1 Corporate Center, Hartford, US-CT, US, 06103
Headquarters 2nd Floor, 2 Greenwich Office Park, Greenwich, US-CT, US, 06831

Registration details

Registration Date 2012-12-19
Last Update 2023-08-04
Status LAPSED
Next Renewal 2015-03-19
LEI Issuer 5493001KJTIIGC8Y1R12
Corroboration Level FULLY_CORROBORATED
Data Validated As 0604648

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALGONQUIN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 061529670 2021-05-12 ALGONQUIN ADVISORS LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2036292114
Plan sponsor’s address 1 GREENWICH OFFICE PARK STE 1, GREENWICH, CT, 068315156

Signature of

Role Plan administrator
Date 2021-05-12
Name of individual signing MICHAELA LAETSCH BARNUM
Valid signature Filed with authorized/valid electronic signature
ALGONQUIN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 061529670 2021-04-08 ALGONQUIN ADVISORS LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2036292114
Plan sponsor’s address 1 GREENWICH OFFICE PARK STE 1, GREENWICH, CT, 068315156

Signature of

Role Plan administrator
Date 2021-04-08
Name of individual signing MICHAELA LAETSCH BARNUM
Valid signature Filed with authorized/valid electronic signature
ALGONQUIN ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 061529670 2020-06-22 ALGONQUIN ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2036292114
Plan sponsor’s address 1 GREENWICH OFFICE PARK STE 1, GREENWICH, CT, 068315156

Signature of

Role Plan administrator
Date 2020-06-22
Name of individual signing MICHAELA LAETSCH BARNUM
Valid signature Filed with authorized/valid electronic signature
ALGONQUIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2018 061529670 2019-04-03 ALGONQUIN ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2036292114
Plan sponsor’s address 1 GREENWICH OFFICE PARK STE 1, GREENWICH, CT, 068315156

Signature of

Role Plan administrator
Date 2019-04-03
Name of individual signing MICHAELA L. BARNUM
Valid signature Filed with authorized/valid electronic signature
ALGONQUIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2017 061529670 2018-05-11 ALGONQUIN ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2036292114
Plan sponsor’s address 1 GREENWICH OFFICE PARK STE 1, GREENWICH, CT, 068315156

Signature of

Role Plan administrator
Date 2018-05-11
Name of individual signing MICHAELA L. BARNUM
Valid signature Filed with authorized/valid electronic signature
ALGONQUIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2016 061529670 2017-05-19 ALGONQUIN ADVISORS LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2036292114
Plan sponsor’s address 1 GREENWICH OFFICE PARK NORTH, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2017-05-19
Name of individual signing MICHAELA L. BARNUM
Valid signature Filed with authorized/valid electronic signature
ALGONQUIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2015 061529670 2016-05-11 ALGONQUIN ADVISORS LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2036292114
Plan sponsor’s address 2 GREENWICH OFFICE PARK, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2016-05-11
Name of individual signing MICHAELA L BARNUM
Valid signature Filed with authorized/valid electronic signature
ALGONQUIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2014 061529670 2015-05-21 ALGONQUIN ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2036292114
Plan sponsor’s address 2 GREENWICH OFFICE PARK, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2015-05-21
Name of individual signing MICHAELA L. BARNUM
Valid signature Filed with authorized/valid electronic signature
ALGONQUIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2014 061529670 2015-05-21 ALGONQUIN ADVISORS LLC 8
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2036292114
Plan sponsor’s address 2 GREENWICH OFFICE PARK, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2015-05-21
Name of individual signing MICHAELA L. BARNUM
Valid signature Filed with authorized/valid electronic signature
ALGONQUIN ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2014 061529670 2015-05-19 ALGONQUIN ADVISORS LLC 8
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2036292114
Plan sponsor’s address 2 GREENWICH OFFICE PARK, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2015-05-19
Name of individual signing MICHAELA L. BARNUM
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
C T CORPORATION SYSTEM Agent

Officer

Name Role Business address Residence address
GEORGE T. HUBBARD Officer ALGONQUIN ADVISORS LLC, 220 E. 42nd St., 32nd fl., New York, NY, 10017, United States 1235 Park Ave, apt 5a, New York, NY, 10128-1759, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012353335 2024-02-15 No data Annual Report Annual Report No data
BF-0011153218 2023-01-18 No data Annual Report Annual Report No data
BF-0010225595 2022-03-23 No data Annual Report Annual Report 2022
0007318662 2021-05-03 2021-05-03 Change of Email Address Business Email Address Change No data
0007102415 2021-02-01 No data Annual Report Annual Report 2021
0006753967 2020-02-12 No data Annual Report Annual Report 2020
0006412356 2019-02-26 No data Annual Report Annual Report 2019
0006113206 2018-03-08 No data Annual Report Annual Report 2018
0006005361 2018-01-12 No data Annual Report Annual Report 2016
0006005371 2018-01-12 No data Annual Report Annual Report 2017

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website