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ALERION PARTNERS, LLC

Company Details

Entity Name: ALERION PARTNERS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 07 Jun 2004 (Companies founded in June 2004)
Business ALEI: 0786798
Annual report due: 31 Mar 2025
NAICS code: 525990 - Other Financial Vehicles
Business address: 1 Baywater Dr, Darien, CT, 06820-5703, United States
Mailing address: PO BOX 276, FAIRFIELD, CT, United States, 06824
Mailing jurisdiction address: 1209 ORANGE ST, WILMINGTON, DE, 19801, United States
ZIP code: 06820 (Companies in Fairfield, 06820)
County: Fairfield
Place of Formation: DELAWARE
E-Mail: bartalsky@alerionpartners.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALERION PARTNERS LLC RETIREMENT PLAN 2023 201203869 2024-09-25 ALERION PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2032029900
Plan sponsor’s address PO BOX 276, FAIRFIELD, CT, 06824

Signature of
Role Plan administrator
Date 2024-09-25
Name of individual signing MICHAEL PERSKY
Valid signature Filed with authorized/valid electronic signature
ALERION PARTNERS LLC RETIREMENT PLAN 2022 201203869 2023-10-11 ALERION PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2032029900
Plan sponsor’s address PO BOX 276, FAIRFIELD, CT, 06824

Signature of
Role Plan administrator
Date 2023-10-11
Name of individual signing MICHAEL PERSKY
Valid signature Filed with authorized/valid electronic signature
ALERION PARTNERS LLC RETIREMENT PLAN 2021 201203869 2022-10-12 ALERION PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2032029900
Plan sponsor’s address PO BOX 276, FAIRFIELD, CT, 06824

Signature of
Role Plan administrator
Date 2022-10-06
Name of individual signing MICHAEL PERSKY
Valid signature Filed with authorized/valid electronic signature
ALERION PARTNERS LLC RETIREMENT PLAN 2020 201203869 2021-07-20 ALERION PARTNERS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2032029900
Plan sponsor’s address PO BOX 276, FAIRFIELD, CT, 06824

Signature of
Role Plan administrator
Date 2021-07-13
Name of individual signing MICHAEL PERSKY
Valid signature Filed with authorized/valid electronic signature
ALERION PARTNERS LLC RETIREMENT PLAN 2019 201203869 2020-07-27 ALERION PARTNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2032029900
Plan sponsor’s address PO BOX 276, FAIRFIELD, CT, 06824

Signature of
Role Plan administrator
Date 2020-07-24
Name of individual signing MICHAEL PERSKY
Valid signature Filed with authorized/valid electronic signature
ALERION PARTNERS DEFINED BENEFIT PLAN 2019 201203869 2020-07-27 ALERION PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2032029900
Plan sponsor’s address PO BOX 276, FAIRFIELD, CT, 06824

Signature of
Role Plan administrator
Date 2020-07-24
Name of individual signing MICHAEL PERSKY
Valid signature Filed with authorized/valid electronic signature
ALERION PARTNERS DEFINED BENEFIT PLAN 2018 201203869 2019-07-25 ALERION PARTNERS LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2032029900
Plan sponsor’s address PO BOX 276, FAIRFIELD, CT, 06824

Signature of
Role Plan administrator
Date 2019-07-22
Name of individual signing MICHAEL PERSKY
Valid signature Filed with authorized/valid electronic signature
ALERION PARTNERS LLC RETIREMENT PLAN 2018 201203869 2019-07-25 ALERION PARTNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2032029900
Plan sponsor’s address PO BOX 276, FAIRFIELD, CT, 06824

Signature of
Role Plan administrator
Date 2019-07-22
Name of individual signing MICHAEL PERSKY
Valid signature Filed with authorized/valid electronic signature
ALERION PARTNERS LLC RETIREMENT PLAN 2017 201203869 2018-10-03 ALERION PARTNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2032029900
Plan sponsor’s address 23 OLD KINGS HIGHWAY SOUTH, DARIEN, CT, 06820

Signature of
Role Plan administrator
Date 2018-09-28
Name of individual signing MICHAEL PERSKY
Valid signature Filed with authorized/valid electronic signature
ALERION PARTNERS DEFINED BENEFIT PLAN 2017 201203869 2018-10-03 ALERION PARTNERS LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2032029900
Plan sponsor’s address 23 OLD KINGS HIGHWAY SOUTH 2ND FL, DARIEN, CT, 06820

Signature of
Role Plan administrator
Date 2018-09-28
Name of individual signing MICHAEL PERSKY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
C T CORPORATION SYSTEM Agent

Officer

Name Role Business address Residence address
MICHAEL PERSKY Officer 24 WESTMERE AVENUE, NORWALK, CT, 06853, United States 2472 MONITOR DRIVE, PARK CITY, UT, 84060, United States
BRUCE F. FAILING Officer 24 WESTMERE AVENUE, NORWALK, CT, 06853, United States 221 EL BRAVO WAY, PALM BEACH, FL, 33480, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012083223 2024-02-14 No data Annual Report Annual Report No data
BF-0011280748 2023-01-13 No data Annual Report Annual Report No data
BF-0010236838 2022-03-02 No data Annual Report Annual Report 2022
0007100829 2021-02-01 No data Annual Report Annual Report 2021
0006753899 2020-02-12 No data Annual Report Annual Report 2020
0006479106 2019-03-20 No data Annual Report Annual Report 2019
0006115556 2018-03-09 No data Annual Report Annual Report 2018
0005866960 2017-06-14 No data Annual Report Annual Report 2017
0005866955 2017-06-14 No data Annual Report Annual Report 2015
0005866958 2017-06-14 No data Annual Report Annual Report 2016

Related by officers

MICHAEL PERSKY

PERIMETER MARKETING COMPANY ALERION INVESTMENT MANAGERS II, LLC OROMOCTO II, LLC OROMOCTO 4402, LLC PRODUCTIVITY SOLUTIONS, INC. HEALTH FOCUS MEDIA, INC. ALERION REAL ESTATE INVESTMENT HOLDINGS I, LLC

Related by address

1 Baywater Dr, Darien, CT, 06820-5703, United States

ALERION INVESTMENT MANAGERS II, LLC ALERION INVESTMENT PARTNERS II, LIMITED PARTNERSHIP

PO BOX 276, FAIRFIELD, CT, United States, 06824

ALERION INVESTMENT MANAGERS II, LLC ALERION INVESTMENT PARTNERS II, LIMITED PARTNERSHIP

1209 ORANGE ST, WILMINGTON, DE, 19801, United States

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Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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