| Entity Name: | KARTER CAPITAL ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report past due |
| Date Formed: | 10 Mar 2004 |
| Business ALEI: | 0777411 |
| Annual report due: | 31 Mar 2024 |
| NAICS code: | 523999 - Miscellaneous Financial Investment Activities |
| Business address: | 41 SMITHS NECK RD, OLD LYME, CT, 06371, United States |
| Mailing address: | 41 SMITH NECK RD, OLD LYME, CT, United States, 06371 |
| ZIP code: | 06371 |
| County: | New London |
| Place of Formation: | CONNECTICUT |
| E-Mail: | lkarter@kartercapital.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KARTER CAPITAL ADVISORS, LLC | 2023 | 861099204 | 2024-10-14 | KARTER CAPITAL ADVISORS, LLC | 2 | |||||||||||||
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| KARTER CAPITAL ADVISORS, LLC | 2022 | 861099204 | 2023-10-10 | KARTER CAPITAL ADVISORS, LLC | 0 | |||||||||||||
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| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| ELIZABETH H. KARTER | Agent | 41 SMITH NECK RD, OLD LYME, CT, 06371, United States | 41 SMITH NECK RD, OLD LYME, CT, 06371, United States | +1 203-376-7958 | liddykarter96@gmail.com | 41 SMITH NECK RD, OLD LYME, CT, 06371, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| ELIZABETH H. KARTER | Officer | 41 SMITH NECK RD, OLD LYME, CT, 06371, United States | +1 203-376-7958 | liddykarter96@gmail.com | 41 SMITH NECK RD, OLD LYME, CT, 06371, United States |
| ALEXANDER D. RICHARDSON | Officer | 41 SMITH NECK RD, OLD LYME, CT, 06371, United States | No data | No data | 41 SMITH NECK RD, OLD LYME, CT, 06371, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0011161618 | 2023-02-04 | No data | Annual Report | Annual Report | No data |
| BF-0010216711 | 2022-05-23 | No data | Annual Report | Annual Report | 2022 |
| 0007091348 | 2021-02-01 | No data | Annual Report | Annual Report | 2021 |
| 0006721857 | 2020-01-14 | No data | Annual Report | Annual Report | 2020 |
| 0006374652 | 2019-02-09 | No data | Annual Report | Annual Report | 2019 |
| 0006032555 | 2018-01-25 | No data | Annual Report | Annual Report | 2017 |
| 0006032566 | 2018-01-25 | No data | Annual Report | Annual Report | 2018 |
| 0006032553 | 2018-01-25 | No data | Annual Report | Annual Report | 2016 |
| 0006032548 | 2018-01-25 | No data | Annual Report | Annual Report | 2015 |
| 0005049342 | 2014-02-26 | No data | Annual Report | Annual Report | 2014 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
