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  5. SPRUCE INVESTMENT ADVISORS, LLC

SPRUCE INVESTMENT ADVISORS, LLC

Company Details

Entity Name: SPRUCE INVESTMENT ADVISORS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Revoked
Date Formed: 21 Sep 2001
Business ALEI: 0688951
Business address: ONE STAMFORD PLAZA 263 TRESSER BLVD 15TH FLOOR, STAMFORD, CT, 06901, United States
Mailing address: ONE STAMFORD PLAZA 263 TRESSER BLVD 15TH FLOOR, STAMFORD, CT, United States, 06901
Mailing jurisdiction address: 615 SOUTH DUPONT HWY, DOVER, DE, 19901,
ZIP code: 06901
County: Fairfield
Place of Formation: DELAWARE
E-Mail: rbastone@spruceinvest.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SPRUCE INVESTMENT ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2018 061635564 2019-07-08 SPRUCE INVESTMENT 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 2036553500
Plan sponsor’s address 263 TRESSER BOULEVARD 15TH FL, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2019-07-08
Name of individual signing ROBERT BASTONE
Valid signature Filed with authorized/valid electronic signature
SPRUCE INVESTMENT ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2017 061635564 2018-07-24 SPRUCE INVESTMENT ADVISORS LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2036553500
Plan sponsor’s address 263 TRESSER BOULEVARD 15TH FL, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2018-07-24
Name of individual signing ROBERT BASTONE
Valid signature Filed with authorized/valid electronic signature
SPRUCE INVESTMENT ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2016 061635564 2017-07-25 SPRUCE INVESTMENT ADVISORS,LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 2034282600
Plan sponsor’s address 263 TRESSER BOULEVARD 15TH FL, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2017-07-25
Name of individual signing ROBERT BASTONE
Valid signature Filed with authorized/valid electronic signature
SPRUCE PRIVATE INVESTORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 061635564 2016-10-13 SPRUCE INVESTMENT ADVISORS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2034282600
Plan sponsor’s address 263 TRESSOR BLVD, 15TH FLOOR, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2016-10-13
Name of individual signing ROBERT BASTONE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-13
Name of individual signing ROBERT BASTONE
Valid signature Filed with authorized/valid electronic signature
SPRUCE PRIVATE INVESTORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 061635564 2015-07-23 SPRUCE INVESTMENT ADVISORS LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2034282600
Plan sponsor’s address 263 TRESSOR BLVD, 15TH FLOOR, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2015-07-23
Name of individual signing ROBERT BASTONE
Valid signature Filed with authorized/valid electronic signature
SPRUCE INVESTMENT ADVISORS 401 K PROFIT SHARING PLAN TRUST 2013 061635564 2014-07-22 SPRUCE INVESTMENT ADVISORS LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 812990
Sponsor’s telephone number 2036553500
Plan sponsor’s address 263 TRESSER BOULEVARD 15TH FL, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2014-07-22
Name of individual signing ROBERT BASTONE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
COGENCY GLOBAL INC. Agent

Officer

Name Role Business address Residence address
JOHN BAILEY Officer ONE STAMFORD PLAZA, 263 TRESSER BLVD, 15TH FLOOR, STAMFORD, CT, 06901, United States 7 CYPRESS WAY, WATERFORD, CT, 06385, United States

History

Type Old value New value Date of change
Name change SPRUCE PRIVATE INVESTORS LLC SPRUCE INVESTMENT ADVISORS, LLC 2014-05-12

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012023350 2023-10-17 No data Administrative Dissolution Certificate of Dissolution/Revocation No data
BF-0011886033 2023-07-17 No data Administrative Dissolution Notice of Intent to Dissolve/Revoke No data
0006889535 2020-04-20 2020-04-20 Change of Agent Address Agent Address Change No data
0006573575 2019-06-05 2019-06-05 Change of Agent Address Agent Address Change No data
0006440740 2019-03-11 No data Annual Report Annual Report 2019
0006361336 2019-02-05 No data Annual Report Annual Report 2018
0006222338 2018-07-24 2018-07-24 Change of Agent Address Agent Address Change No data
0006155539 2018-04-04 2018-04-04 Change of Agent Name Change of Agent Name No data
0005932883 2017-09-22 No data Annual Report Annual Report 2017
0005932881 2017-09-22 No data Annual Report Annual Report 2016

Related by officers

JOHN BAILEY

BAILEY'S POOL SERVICE, L.L.C. SPRUCE CAPITAL MANAGEMENT, LLC JOHN BAILEY HOLDINGS, LLC YOUNG AND MOTIVATED LLC BAILEY NURSERIES SERVICES, INC. PRISM HOSPITALITY MANAGEMENT, LLC

Related by address

615 SOUTH DUPONT HWY, DOVER, DE, 19901,

HELM CAPITAL MANAGEMENT LLC KETTLE CREEK PARTNERS II, LLC JCG STAFFING LLC

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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