| Entity Name: | OPEN CIRCLE ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 20 May 2009 |
| Business ALEI: | 0972617 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 36 STATE STREET, NORTH HAVEN, CT, 06473, United States |
| Mailing address: | 3 MUNSON DRIVE, Unit 7, WALLINGFORD, CT, United States, 06492 |
| ZIP code: | 06473 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | alex@opencirclewealth.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| ALEX L. MADLENER | Agent | 36 STATE STREET, STE 2, NORTH HAVEN, CT, 06473, United States | 3-7 MUNSON DRIVE, WALLINGFORD, CT, 06492, United States | +1 203-915-5295 | alex@opencirclewealth.com | 3-7 MUNSON DRIVE, 3-7 MUNSON DRIVE, WALLINGFORD, CT, 06492, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| ALEX L. MADLENER | Officer | 36 STATE STREET, STE 2, NORTH HAVEN, CT, 06473, United States | +1 203-915-5295 | alex@opencirclewealth.com | 3-7 MUNSON DRIVE, 3-7 MUNSON DRIVE, WALLINGFORD, CT, 06492, United States |
| ALEJANDRA V. MADLENER | Officer | 36 STATE STREET, STE 2, NORTH HAVEN, CT, 06473, United States | No data | No data | 3-7 MUNSON DRIVE, WALLINGFORD, CT, 06492, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | NEW NORTH INVESTORS, LLC | OPEN CIRCLE ADVISORS, LLC | 2010-06-22 |
| Name change | CENTENUM, LLC | NEW NORTH INVESTORS, LLC | 2009-09-22 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012278167 | 2024-06-04 | No data | Annual Report | Annual Report | No data |
| BF-0011177326 | 2023-01-19 | No data | Annual Report | Annual Report | No data |
| BF-0010189200 | 2022-03-01 | No data | Annual Report | Annual Report | 2022 |
| 0007144689 | 2021-02-11 | No data | Annual Report | Annual Report | 2021 |
| 0006854860 | 2020-03-30 | No data | Annual Report | Annual Report | 2020 |
| 0006437937 | 2019-03-09 | No data | Annual Report | Annual Report | 2019 |
| 0006354614 | 2019-02-01 | No data | Annual Report | Annual Report | 2013 |
| 0006354622 | 2019-02-01 | No data | Annual Report | Annual Report | 2014 |
| 0006354638 | 2019-02-01 | No data | Annual Report | Annual Report | 2016 |
| 0006354663 | 2019-02-01 | No data | Annual Report | Annual Report | 2018 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
