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EDGE STRATEGY GROUP LLC

Company Details

Entity Name: EDGE STRATEGY GROUP LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 18 Mar 2016
Business ALEI: 1201885
Annual report due: 31 Mar 2025
NAICS code: 523999 - Miscellaneous Financial Investment Activities
Business address: 49 RIVERSIDE AVENUE 1ST FLOOR, WESTPORT, CT, 06880, United States
Mailing address: 49 RIVERSIDE AVENUE 1ST FLOOR, WESTPORT, CT, United States, 06880
Mailing jurisdiction address: 615 S. DUPONT HIGHWAY, DOVER, DE, 19901,
Office jurisdiction address: 615 S. DUPONT HIGHWAY, DOVER, DE, 19901, United States
ZIP code: 06880
County: Fairfield
Place of Formation: DELAWARE
E-Mail: manela@edgepartner.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EDGE STRATEGY GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2023 473809885 2024-09-17 EDGE STRATEGY GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 2037697250
Plan sponsor’s address 49 RIVERSIDE AVE., WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2024-09-17
Name of individual signing MATT HEITMAN
Valid signature Filed with authorized/valid electronic signature
EDGE STRATEGY GROUP, LLC CASH BALANCE PLAN 2023 473809885 2024-06-12 EDGE STRATEGY GROUP, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 2037697250
Plan sponsor’s address 49 RIVERSIDE AVENUE, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2024-06-12
Name of individual signing MATT HEITMAN
Valid signature Filed with authorized/valid electronic signature
EDGE STRATEGY GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2022 473809885 2023-06-16 EDGE STRATEGY GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 2037697250
Plan sponsor’s address 49 RIVERSIDE AVE., WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2023-06-16
Name of individual signing JONATHAN MANELA
Valid signature Filed with authorized/valid electronic signature
EDGE STRATEGY GROUP, LLC CASH BALANCE PLAN 2022 473809885 2023-07-12 EDGE STRATEGY GROUP, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 2037697250
Plan sponsor’s address 49 RIVERSIDE AVENUE, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2023-07-12
Name of individual signing MATT HEITMAN
Valid signature Filed with authorized/valid electronic signature
EDGE STRATEGY GROUP, LLC 401(K) RETIREMENT SAVINGS PLAN 2021 473809885 2022-06-21 EDGE STRATEGY GROUP, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 2037697250
Plan sponsor’s address 49 RIVERSIDE AVE., WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2022-06-21
Name of individual signing JONATHAN MANELA
Valid signature Filed with authorized/valid electronic signature
EDGE STRATEGY GROUP, LLC CASH BALANCE PLAN 2021 473809885 2022-07-21 EDGE STRATEGY GROUP, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 2037697250
Plan sponsor’s address 49 RIVERSIDE AVENUE, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2022-07-21
Name of individual signing MATT HEITMAN
Valid signature Filed with authorized/valid electronic signature
EDGE STRATEGY GROUP, LLC CASH BALANCE PLAN 2020 473809885 2021-09-28 EDGE STRATEGY GROUP, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 2037697250
Plan sponsor’s address 49 RIVERSIDE AVENUE, WESTPORT, CT, 06880

Signature of

Role Plan administrator
Date 2021-09-28
Name of individual signing MATT HEITMAN
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
JONATHAN D. MANELA Officer 49 RIVERSIDE AVENUE, 1ST FLOOR, WESTPORT, CT, 06880, United States 9 GREEN ACRE LANE, WESTPORT, CT, 06880, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
JONATHAN D MANELA Agent 49 RIVERSIDE AVENUE, 1ST FLOOR, WESTPORT, CT, 06880, United States 49 RIVERSIDE AVENUE, 1ST FLOOR, WESTPORT, CT, 06880, United States +1 917-952-3998 manela@edgepartner.com 9 GREEN ACRE LANE, WESTPORT, CT, 06880, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012422886 2024-03-26 No data Annual Report Annual Report No data
BF-0011444873 2023-03-29 No data Annual Report Annual Report No data
BF-0010406975 2022-03-29 No data Annual Report Annual Report 2022
0007098000 2021-02-01 No data Annual Report Annual Report 2021
0006883026 2020-04-14 No data Annual Report Annual Report 2020
0006471028 2019-03-16 No data Annual Report Annual Report 2019
0006471026 2019-03-16 No data Annual Report Annual Report 2018
0006067544 2018-02-09 No data Annual Report Annual Report 2017
0005526145 2016-03-18 2016-03-18 Business Registration Certificate of Registration No data

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website