| Entity Name: | ESSEX ASSET ADVISORS INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 23 Nov 2011 |
| Business ALEI: | 1054418 |
| Annual report due: | 23 Nov 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 104 MAIN STREET SUITE 1, IVORYTON, CT, 06442, United States |
| Mailing address: | 104 MAIN STREET SUITE 1, IVORYTON, CT, United States, 06442 |
| ZIP code: | 06442 |
| County: | Middlesex |
| Place of Formation: | DELAWARE |
| E-Mail: | chris.shane@essexassetadvisors.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ESSEX ASSET ADVISORS 401(K) PLAN | 2023 | 453861819 | 2024-07-17 | ESSEX ASSET ADVISORS | 4 | |||||||||||||
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| ESSEX ASSET ADVISORS 401(K) PLAN | 2022 | 453861819 | 2023-10-05 | ESSEX ASSET ADVISORS | 4 | |||||||||||||
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| ESSEX ASSET ADVISORS 401(K) PLAN | 2021 | 453861819 | 2022-10-13 | ESSEX ASSET ADVISORS | 4 | |||||||||||||
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| ESSEX ASSET ADVISORS 401(K) PLAN | 2020 | 453861819 | 2021-10-05 | ESSEX ASSET ADVISORS | 4 | |||||||||||||
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| Name | Role |
|---|---|
| R&C SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| DANIEL CHRISTOPHER SHANE | Director | 104 MAIN ST., STE 1, IVORYTON, CT, 06442, United States | 89 MAIN STREET, IVORYTON, CT, 06442, United States |
| BRENDAN BLAKE LYNCH | Director | 104 MAIN ST., STE 1, IVORYTON, CT, 06442, United States | 47 Brian Ln, Avon, CT, 06001-3530, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| CHRISTOPHER J PAVAMANI | Officer | 104 MAIN ST, STE 1, IVORYTON, CT, 06442, United States | 160 HAMPSHIRE DR, GLASTONBURY, CT, 06033, United States |
| BRENDAN BLAKE LYNCH | Officer | 104 MAIN ST., STE 1, IVORYTON, CT, 06442, United States | 47 Brian Ln, Avon, CT, 06001-3530, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012299894 | 2024-11-14 | No data | Annual Report | Annual Report | No data |
| BF-0012733339 | 2024-08-14 | No data | Mass Agent Change � Address | Agent Address Change | No data |
| BF-0011430500 | 2023-10-27 | No data | Annual Report | Annual Report | No data |
| BF-0010257086 | 2022-11-08 | No data | Annual Report | Annual Report | 2022 |
| BF-0009823686 | 2021-10-26 | No data | Annual Report | Annual Report | No data |
| 0006998450 | 2020-10-09 | No data | Annual Report | Annual Report | 2020 |
| 0006722131 | 2020-01-14 | No data | Annual Report | Annual Report | 2019 |
| 0006287526 | 2018-12-05 | No data | Annual Report | Annual Report | 2018 |
| 0006117347 | 2018-03-12 | No data | Annual Report | Annual Report | 2016 |
| 0006117361 | 2018-03-12 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
