| Entity Name: | FLEURUS INVESTMENT ADVISORY, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 15 May 2014 |
| Business ALEI: | 1142734 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 59 Ridge Rd, Weston, CT, 06883-2107, United States |
| Mailing address: | 59 Ridge Rd, Weston, CT, United States, 06883-2107 |
| ZIP code: | 06883 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | jeffd@fleurus-ia.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| G. KENNETH BERNHARD | Agent | COHEN AND WOLF, P.C., 320 POST ROAD WEST, WESTPORT, CT, 06880, United States | COHEN AND WOLF, P.C., 320 POST ROAD WEST, WESTPORT, CT, 06880, United States | +1 203-222-1034 | jeffd@fleurus-ia.com | 146 KINGS HIGHWAY NORTH, WESTPORT, CT, 06880, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Marie-Paule Lopez De Valdivia | Officer | 59 Ridge Rd, Weston, CT, 06883-2107, United States | No data |
| Jean-Francis Lopez De Valdivia | Officer | 59 Ridge Rd, Weston, CT, 06883-2107, United States | 59 Ridge Rd, Weston, CT, 06883-2107, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | ISIS INVESTMENT ADVISORY, LLC | FLEURUS INVESTMENT ADVISORY, LLC | 2014-06-16 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012309558 | 2024-01-18 | No data | Annual Report | Annual Report | No data |
| BF-0011319630 | 2023-06-12 | No data | Annual Report | Annual Report | No data |
| BF-0011055619 | 2022-11-08 | 2022-11-08 | Change of Business Address | Business Address Change | No data |
| BF-0011055623 | 2022-11-08 | 2022-11-08 | Interim Notice | Interim Notice | No data |
| BF-0010288187 | 2022-02-25 | No data | Annual Report | Annual Report | 2022 |
| 0007095682 | 2021-02-01 | No data | Annual Report | Annual Report | 2021 |
| 0006874447 | 2020-04-04 | No data | Annual Report | Annual Report | 2020 |
| 0006437790 | 2019-03-09 | No data | Annual Report | Annual Report | 2019 |
| 0006341242 | 2019-01-28 | No data | Annual Report | Annual Report | 2018 |
| 0006034159 | 2018-01-25 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
