Search icon

ALTRINSIC GLOBAL ADVISORS, LLC

Company Details

Entity Name: ALTRINSIC GLOBAL ADVISORS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 27 Sep 2001
Business ALEI: 0692010
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 300 First Stamford Place, Stamford, CT, 06902, United States
Mailing address: 300 First Stamford Place, 750, Stamford, CT, United States, 06902
Mailing jurisdiction address: 401 FEDERAL STREET, �?? SUITE 4, DOVER, DE, 19901, United States
ZIP code: 06902
County: Fairfield
Place of Formation: DELAWARE
E-Mail: mavalos@altrinsic.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALTRINSIC GLOBAL ADVISORS, LLC 401(K) PLAN 2023 300016268 2024-06-25 ALTRINSIC GLOBAL ADVISORS, LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2036610030
Plan sponsor’s address 300 FIRST STAMFORD PLACE, SUITE 750, STAMFORD, CT, 06902

Signature of

Role Plan administrator
Date 2024-06-25
Name of individual signing ROBERT VEGLIANTE
Valid signature Filed with authorized/valid electronic signature
ALTRINSIC GLOBAL ADVISORS, LLC 401(K) PLAN 2022 300016268 2023-06-12 ALTRINSIC GLOBAL ADVISORS, LLC 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2036610030
Plan sponsor’s address 8 SOUND SHORE DRIVE, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2023-06-12
Name of individual signing ROBERT VEGLIANTE
Valid signature Filed with authorized/valid electronic signature
ALTRINSIC GLOBAL ADVISORS, LLC 401(K) PLAN 2021 300016268 2022-05-24 ALTRINSIC GLOBAL ADVISORS, LLC 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2036610030
Plan sponsor’s address 8 SOUND SHORE DRIVE, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2022-05-24
Name of individual signing DEBORAH JUDD
Valid signature Filed with authorized/valid electronic signature
ALTRINSIC GLOBAL ADVISORS, LLC 401(K) PLAN 2020 300016268 2021-06-07 ALTRINSIC GLOBAL ADVISORS, LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2036610030
Plan sponsor’s address 8 SOUND SHORE DRIVE, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2021-06-07
Name of individual signing DEBORAH JUDD
Valid signature Filed with authorized/valid electronic signature
ALTRINSIC GLOBAL ADVISORS, LLC 401(K) PLAN 2019 300016268 2020-05-27 ALTRINSIC GLOBAL ADVISORS, LLC 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2036610030
Plan sponsor’s address 8 SOUND SHORE DRIVE, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2020-05-27
Name of individual signing DEBORAH JUDD
Valid signature Filed with authorized/valid electronic signature
ALTRINSIC GLOBAL ADVISORS, LLC 401(K) PLAN 2018 300016268 2019-04-15 ALTRINSIC GLOBAL ADVISORS, LLC 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2036610030
Plan sponsor’s address 8 SOUND SHORE DRIVE, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2019-04-15
Name of individual signing DEBORAH JUDD
Valid signature Filed with authorized/valid electronic signature
ALTRINSIC GLOBAL ADVISORS, LLC 401(K) PLAN 2017 300016268 2018-05-17 ALTRINSIC GLOBAL ADVISORS, LLC 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2036610030
Plan sponsor’s address 8 SOUND SHORE DRIVE, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2018-05-17
Name of individual signing DEBORAH JUDD
Valid signature Filed with authorized/valid electronic signature
ALTRINSIC GLOBAL ADVISORS, LLC 401(K) PLAN 2016 300016268 2017-05-18 ALTRINSIC GLOBAL ADVISORS, LLC 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2036610030
Plan sponsor’s address 8 SOUND SHORE DRIVE, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2017-05-18
Name of individual signing DEBORAH JUDD
Valid signature Filed with authorized/valid electronic signature
ALTRINSIC GLOBAL ADVISORS, LLC 401(K) PLAN 2015 300016268 2016-05-23 ALTRINSIC GLOBAL ADVISORS, LLC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2036610030
Plan sponsor’s address 8 SOUND SHORE DRIVE, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2016-05-23
Name of individual signing DEBORAH JUDD
Valid signature Filed with authorized/valid electronic signature
ALTRINSIC GLOBAL ADVISORS, LLC 401(K) PLAN 2014 300016268 2015-06-30 ALTRINSIC GLOBAL ADVISORS, LLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2036610030
Plan sponsor’s address 8 SOUND SHORE DRIVE, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2015-06-30
Name of individual signing DEBORAH JUDD
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Officer

Name Role Business address Business international address Residence address
DZEMAL DERVISEVIC Officer 300 First Stamford Place, 750, Stamford, CT, 06902, United States No data 15 CORN CRIB LANE, ROSLYN HEIGHTS, NY, 11577, United States
ROBERT LANG II Officer 300 First Stamford Place, 750, Stamford, CT, 06902, United States No data 18 Highview drive, Wilton, CT, 06897, United States
NIELS ANDERSEN Officer 300 First Stamford Place, 750, Stamford, CT, 06902, United States No data 551 RIVER ROAD, GREENWICH, CT, 06830, United States
JOHN HOCK Officer 300 First Stamford Place, 750, Stamford, CT, 06902, United States No data 42 DAWN HARBOR LANE, RIVERSIDE, CT, 06878, United States
MICHAEL AVALOS Officer 300 First Stamford Place, 750, Stamford, CT, 06902, United States No data 38 FAIRVIEW AVE, DARIEN, CT, 06820, United States
One Ontario, Inc Officer 1013 Centre road, 403-A, Wilmington, DE, 19805, United States No data No data
CI GLOBAL INVESTMENTS, INC. Officer Canada 2 Queen Street East, 20th Floor Toronto, Ontario M5C 3G7 No data
GREGORY ROGERS Officer 300 First Stamford Place, 750, Stamford, CT, 06902, United States No data 35 MASON STREET, 4TH FLOOR, GREENWICH, CT, 06830, United States
Helena Chan Officer No data No data 7012 Ted Drive, Falls Church, VA, 22901, United States
JOHN DEVITA Officer 300 First Stamford Place, 750, Stamford, CT, 06902, United States No data 30 TOKENEKE TRAIL, DARIEN, CT, 06820, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012147970 2024-01-18 No data Annual Report Annual Report No data
BF-0011400121 2023-01-12 No data Annual Report Annual Report No data
BF-0010400847 2022-02-22 No data Annual Report Annual Report 2022
BF-0010460056 2022-01-14 2022-01-14 Mass Agent Change � Address Agent Address Change No data
0007122358 2021-02-04 No data Annual Report Annual Report 2021
0006943532 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006950703 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006750286 2020-02-10 No data Annual Report Annual Report 2020
0006441851 2019-03-11 No data Annual Report Annual Report 2019
0006001880 2018-01-11 No data Annual Report Annual Report 2018

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website