| Entity Name: | CASTLEKEEP INVESTMENT ADVISORS LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 24 May 2000 |
| Business ALEI: | 0652410 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 1209 ORANGE STREET, WILMINGTON, DE, 19801, United States |
| Mailing address: | 257 RIVERSIDE AVE. 2ND FL., WESTPORT, CT, United States, 06880 |
| Place of Formation: | DELAWARE |
| E-Mail: | cwkh@castlekeepadvisors.com |
| CIK number | Mailing Address | Business Address | Phone | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1404780 | 257 RIVERSIDE AVENUE, 2ND FLOOR, WESTPORT, CT, 06880-4806 | 257 RIVERSIDE AVENUE, 2ND FLOOR, WESTPORT, CT, 06880-4806 | No data | |||||||||
|
||||||||||||
| Form type | ADV-E |
| File number | 801-60338 |
| Filing date | 2007-06-20 |
| File | View File |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| CHARLES W.K. HABERSTROH | Agent | 257 Riverside Ave, Westport, CT, 06880-4822, United States | 257 Riverside Ave, Westport, CT, 06880-4822, United States | +1 203-515-2064 | cwkh@castlekeepadvisors.com | 231 LANSDOWNE, WESTPORT, CT, 06880, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| CHARLES W.K. HABERSTROH | Officer | 257 RIVERSIDE AVE., 2ND FL., WESTPORT, CT, 06880, United States | +1 203-515-2064 | cwkh@castlekeepadvisors.com | 231 LANSDOWNE, WESTPORT, CT, 06880, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012148385 | 2024-01-18 | No data | Annual Report | Annual Report | No data |
| BF-0011399209 | 2023-01-14 | No data | Annual Report | Annual Report | No data |
| BF-0010192657 | 2022-02-12 | No data | Annual Report | Annual Report | 2022 |
| 0007181373 | 2021-02-22 | No data | Annual Report | Annual Report | 2021 |
| 0007181351 | 2021-02-22 | No data | Annual Report | Annual Report | 2020 |
| 0006323899 | 2019-01-17 | No data | Annual Report | Annual Report | 2019 |
| 0006324717 | 2019-01-17 | 2019-01-17 | Change of Agent Address | Agent Address Change | No data |
| 0006011502 | 2018-01-16 | No data | Annual Report | Annual Report | 2018 |
| 0005817100 | 2017-04-11 | No data | Change of Agent Address | Agent Address Change | No data |
| 0005817107 | 2017-04-11 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
