Search icon

ESSEX ASSET ADVISORS INC.

Company Details

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 (Companies founded in November 2011)
Business ALEI: 1054418
Annual report due: 23 Nov 2024
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 (Companies in Middlesex, 06442)
County: Middlesex
Place of Formation: DELAWARE
E-Mail: chris.shane@essexassetadvisors.com

form 5500

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
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8605818437
Plan sponsor’s address 104 MAIN STREET, SUITE 1, IVORYTON, CT, 06442
ESSEX ASSET ADVISORS 401(K) PLAN 2022 453861819 2023-10-05 ESSEX ASSET ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8605818437
Plan sponsor’s address 104 MAIN STREET, SUITE 1, IVORYTON, CT, 06442
ESSEX ASSET ADVISORS 401(K) PLAN 2021 453861819 2022-10-13 ESSEX ASSET ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8605818437
Plan sponsor’s address 104 MAIN STREET, SUITE 1, IVORYTON, CT, 06442
ESSEX ASSET ADVISORS 401(K) PLAN 2020 453861819 2021-10-05 ESSEX ASSET ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8605818437
Plan sponsor’s address 104 MAIN STREET, SUITE 1, IVORYTON, CT, 06442

Agent

Name Role
R&C SERVICE COMPANY Agent

Officer

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

Director

Name Role Business address Residence address
BRENDAN BLAKE LYNCH Director 104 MAIN ST., STE 1, IVORYTON, CT, 06442, United States 47 Brian Ln, Avon, CT, 06001-3530, United States
DANIEL CHRISTOPHER SHANE Director 104 MAIN ST., STE 1, IVORYTON, CT, 06442, United States 89 MAIN STREET, IVORYTON, CT, 06442, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
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
0006117361 2018-03-12 No data Annual Report Annual Report 2017
0006117347 2018-03-12 No data Annual Report Annual Report 2016
0005699584 2016-11-18 No data Annual Report Annual Report 2015

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website