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CONRY ASSET MANAGEMENT, LLC

Company Details

Entity Name: CONRY ASSET MANAGEMENT, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 26 Oct 2000 (Companies founded in October 2000)
Business ALEI: 0664560
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 211 NEW BRITAIN ROAD 211 NEW BRITAIN RD SUITE 207, KENSINGTON, CT, 06037, United States
Mailing address: PO BOX 484, KENSINGTON, CT, United States, 06037
ZIP code: 06037 (Companies in Hartford, 06037)
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: brendan@conryassetmgmt.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CONRY ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2023 061598184 2024-10-09 CONRY ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8602250692
Plan sponsor’s address 211 NEW BRITAIN ROAD, SUITE 207, P.O.BOX 484, KENSINGTON, CT, 060370484

Signature of
Role Plan administrator
Date 2024-10-09
Name of individual signing BRENDAN CONRY
Valid signature Filed with authorized/valid electronic signature
CONRY ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2022 061598184 2023-10-09 CONRY ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8602250692
Plan sponsor’s address 211 NEW BRITAIN ROAD, SUITE 207, P.O.BOX 484, KENSINGTON, CT, 060370484

Signature of
Role Plan administrator
Date 2023-10-09
Name of individual signing BRENDAN CONRY
Valid signature Filed with authorized/valid electronic signature
CONRY ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2021 061598184 2022-09-08 CONRY ASSET MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8602250692
Plan sponsor’s address 211 NEW BRITAIN ROAD, SUITE 207, P. O. BOX 484, KENSINGTON, CT, 060370484

Signature of
Role Plan administrator
Date 2022-09-08
Name of individual signing BRENDAN T. CONRY
Valid signature Filed with authorized/valid electronic signature
CONRY ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 061598184 2021-10-01 CONRY ASSET MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8602250692
Plan sponsor’s address 211 NEW BRITAIN ROAD, SUITE 207, P. O. BOX 484, KENSINGTON, CT, 060370484

Signature of
Role Plan administrator
Date 2021-10-01
Name of individual signing BRENDAN T. CONRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-01
Name of individual signing BRENDAN CONRY
Valid signature Filed with authorized/valid electronic signature
CONRY ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 061598184 2020-10-14 CONRY ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8602250692
Plan sponsor’s address 211 NEW BRITAIN ROAD, SUITE 207, P. O. BOX 484, KENSINGTON, CT, 060370484

Signature of
Role Plan administrator
Date 2020-10-14
Name of individual signing BRENDAN T. CONRY
Valid signature Filed with authorized/valid electronic signature
CONRY ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2018 061598184 2019-05-10 CONRY ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8602250692
Plan sponsor’s address 211 NEW BRITAIN ROAD, SUITE 207, P. O. BOX 484, KENSINGTON, CT, 060370484

Signature of
Role Plan administrator
Date 2019-05-10
Name of individual signing BRENDAN T. CONRY
Valid signature Filed with authorized/valid electronic signature
CONRY ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2017 061598184 2018-10-04 CONRY ASSET MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8602250692
Plan sponsor’s address P. O. BOX 484, 211 NEW BRITAIN ROAD, SUITE 207, KENSINGTON, CT, 060370484

Signature of
Role Plan administrator
Date 2018-10-04
Name of individual signing BRENDAN T. CONRY
Valid signature Filed with authorized/valid electronic signature
CONRY ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2016 061598184 2017-09-30 CONRY ASSET MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8602250692
Plan sponsor’s address P. O. BOX 484, 211 NEW BRITAIN ROAD, SUITE 207, KENSINGTON, CT, 060370484

Signature of
Role Plan administrator
Date 2017-09-30
Name of individual signing BRENDAN T. CONRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-30
Name of individual signing CONRY ASSET MANAGEMENT, LLC
Valid signature Filed with authorized/valid electronic signature
CONRY ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2015 061598184 2016-09-30 CONRY ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8602250692
Plan sponsor’s address P. O. BOX 484, 211 NEW BRITAIN ROAD, SUITE 207, KENSINGTON, CT, 060370484

Signature of
Role Plan administrator
Date 2016-09-30
Name of individual signing BRENDAN T. CONRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-30
Name of individual signing BRENDAN T. CONRY
Valid signature Filed with authorized/valid electronic signature
CONRY ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2014 061598184 2015-09-28 CONRY ASSET MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8602250692
Plan sponsor’s address P. O. BOX 484, 211 NEW BRITAIN ROAD, SUITE 207, KENSINGTON, CT, 060370484

Signature of
Role Plan administrator
Date 2015-09-28
Name of individual signing CONRY ASSET MANAGEMENT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-09-28
Name of individual signing CONRY ASSET MANAGEMENT
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
BRENDAN THOMAS CONRY Officer 211 NEW BRITAIN ROAD, SUITE 207, PO BOX 484, KENSINGTON, CT, 06037, United States 1 WYNDEMERE, AVON, CT, 06001, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
BRENDAN T. CONRY Agent POST OFFICE BOX 484, 211 NEW BRITAIN ROAD, SUITE 207, KENSINGTON, CT, 06037, United States POST OFFICE BOX 484, 211 NEW BRITAIN ROAD, SUITE 207, KENSINGTON, CT, 06037, United States +1 860-712-2194 brendan@conryassetmgmt.com 243 Steele road, unit 525, West Hartford, CT, 06117-1723, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012205095 2024-01-21 No data Annual Report Annual Report No data
BF-0011399348 2023-01-16 No data Annual Report Annual Report No data
BF-0010269590 2022-03-07 No data Annual Report Annual Report 2022
0007137592 2021-02-09 No data Annual Report Annual Report 2021
0006811939 2020-03-04 No data Annual Report Annual Report 2020
0006489825 2019-03-25 No data Annual Report Annual Report 2019
0006342979 2019-01-29 No data Annual Report Annual Report 2018
0006004221 2018-01-12 No data Annual Report Annual Report 2016
0006004229 2018-01-12 No data Annual Report Annual Report 2017
0006004217 2018-01-12 No data Annual Report Annual Report 2015

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Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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