| Entity Name: | COLTER LEWIS INVESTMENT PARTNERS LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 03 Apr 2018 |
| Business ALEI: | 1268530 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 22 WEST PUTNAM AVENUE SECOND FLOOR, GREENWICH, CT, 06830, United States |
| Mailing address: | 22 WEST PUTNAM AVENUE SECOND FLOOR, GREENWICH, CT, United States, 06830 |
| Mailing jurisdiction address: | C/O CT CORP. 1209 ORNAGE STREET, WILMINGTON, DE, 19801, United States |
| Office jurisdiction address: | C/O CT CORP. 1209 ORANGE STREET, WILMINGTON, DE, 19801, United States |
| ZIP code: | 06830 |
| County: | Fairfield |
| Place of Formation: | DELAWARE |
| E-Mail: | jeffreymcoombs@gmail.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COLTER LEWIS 401(K) RETIREMENT PLAN | 2023 | 824568993 | 2024-10-10 | COLTER LEWIS INVESTMENT PARTNERS LLC | 6 | |||||||||||||||||||||||||||||||||
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| COLTER LEWIS 401(K) RETIREMENT PLAN | 2022 | 824568993 | 2023-09-25 | COLTER LEWIS INVESTMENT PARTNERS LLC | 5 | |||||||||||||||||||||||||||||||||
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| COLTER LEWIS 401(K) RETIREMENT PLAN | 2021 | 824568993 | 2022-10-05 | COLTER LEWIS INVESTMENT PARTNERS LLC | 0 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2022-10-05 |
| Name of individual signing | PERRY HOFFMEISTER, TRUSTEE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-10-05 |
| Name of individual signing | PERRY HOFFMEISTER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| PERRY HOFFMEISTER | Agent | 41 JONES PARK DRIVE, RIVERSIDE, CT, 06878, United States | 41 JONES PARK DRIVE, RIVERSIDE, CT, 06878, United States | +1 203-921-6816 | jeffreymcoombs@gmail.com | 12 BRADBURY PLACE, RIVERSIDE, CT, 06878, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| PERRY HOFFMEISTER | Officer | 41 JONES PARK DRIVE, RIVERSIDE, CT, 06878, United States | +1 203-921-6816 | jeffreymcoombs@gmail.com | 12 BRADBURY PLACE, RIVERSIDE, CT, 06878, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012123961 | 2024-02-22 | No data | Annual Report | Annual Report | No data |
| BF-0011222045 | 2023-02-16 | No data | Annual Report | Annual Report | No data |
| BF-0010370317 | 2022-02-17 | No data | Annual Report | Annual Report | 2022 |
| 0007118749 | 2021-02-03 | No data | Annual Report | Annual Report | 2021 |
| 0006768003 | 2020-02-20 | No data | Annual Report | Annual Report | 2020 |
| 0006401653 | 2019-02-22 | No data | Annual Report | Annual Report | 2019 |
| 0006152306 | 2018-04-03 | 2018-04-03 | Business Registration | Certificate of Registration | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
