| Entity Name: | BP EP ADVISORS LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 31 Jul 2012 |
| Business ALEI: | 1079223 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880, United States |
| Mailing address: | 285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, United States, 06880 |
| ZIP code: | 06880 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | ameltzer@balancepointcapital.com |
| Name | Role |
|---|---|
| R&C SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| BALANCE POINT CAPITAL MANAGERS | Officer | 285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880, United States | 370 WAHACKME ROAD, NEW CANAAN, CT, 06840, United States |
| B. LANCE SAUERTEIG | Officer | 285 RIVERSIDE AVENUE, SUITE 200, WESTPORT, CT, 06880, United States | 7060 LIONS HEAD LANE, BOCA RATON, FL, 33496, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | BP EPRIZE ADVISORS LLC | BP EP ADVISORS LLC | 2012-08-16 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012733297 | 2024-08-14 | No data | Mass Agent Change � Address | Agent Address Change | No data |
| BF-0012076490 | 2024-03-19 | No data | Annual Report | Annual Report | No data |
| BF-0011441273 | 2023-03-22 | No data | Annual Report | Annual Report | No data |
| BF-0010219527 | 2022-05-16 | No data | Annual Report | Annual Report | 2022 |
| 0007335212 | 2021-05-13 | No data | Annual Report | Annual Report | 2021 |
| 0006755788 | 2020-02-13 | No data | Annual Report | Annual Report | 2019 |
| 0006755787 | 2020-02-13 | No data | Annual Report | Annual Report | 2018 |
| 0006755773 | 2020-02-13 | No data | Annual Report | Annual Report | 2015 |
| 0006755781 | 2020-02-13 | No data | Annual Report | Annual Report | 2017 |
| 0006755795 | 2020-02-13 | No data | Annual Report | Annual Report | 2020 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
