| Entity Name: | ENVESTNET, INC./TAMARAC INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report past due |
| Date Formed: | 13 Sep 2018 (Companies founded in September 2018) |
| Business ALEI: | 1284750 |
| Annual report due: | 13 Sep 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 1000 Chesterbrook Blvd Ste 250, Berwyn, PA, 19312, United States |
| Mailing address: | 1000 Chesterbrook Blvd Ste 250, Berwyn, PA, United States, 19312 |
| Place of Formation: | WASHINGTON |
| E-Mail: | CLS-CTARMSevidence@wolterskluwer.com |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Barry Cooper | Officer | 1801 California St., Floor 23, Denver, CO, 80202, United States | 75 W. TOWNE RIDGE PARKWAY TOWER 1, SANDY, UT, 84070, United States |
| SHELLY O'BRIEN | Officer | One North Wacker, Suite 1925, Chicago, IL, 60606, United States | 1000 Chesterbrook Blvd Ste 250, Berwyn, PA, 19312, United States |
| Sharon Rosenthal | Officer | 1000 Chesterbrook Blvd Ste 250, Berwyn, PA, 19312, United States | 1000 Chesterbrook Blvd Ste 250, Berwyn, PA, 19312, United States |
| Joshua Warren | Officer | One North Wacker, Suite 1925, Chicago, IL, 60606, United States | One North Wacker, Suite 1925, Chicago, IL, 60606, United States |
| Thomas Sipp | Officer | 1000 Chesterbrook Blvd Ste 250, Berwyn, PA, 19312, United States | c/o Magis Capital Partners LLC, 1000 Chesterbrook Blvd., Ste. 135, Berwyn, PA, 19312, United States |
| Patrick Marr | Officer | One North Wacker, Suite 1925, Chicago, IL, 60606, United States | One North Wacker, Suite 1925, Chicago, IL, 60606, United States |
| James Fox | Officer | 1000 Chesterbrook Blvd Ste 250, Berwyn, PA, 19312, United States | 96 Chaffinch Island Rd, Guilford, CT, 06437-3207, United States |
| Debra DeVoe | Officer | One North Wacker, Suite 1926, Chicago, IL, 60606, United States | One North Wacker, Suite 1926, Chicago, IL, 60606, United States |
| Dana D'Auria | Officer | 35 E Wacker Dr Ste 2400, Chicago, IL, 60601, United States | 35 E Wacker Dr Ste 2400, Chicago, IL, 60601, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| James Fox | Director | 1000 Chesterbrook Blvd Ste 250, Berwyn, PA, 19312, United States | 96 Chaffinch Island Rd, Guilford, CT, 06437-3207, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012069653 | 2024-09-30 | No data | Annual Report | Annual Report | No data |
| BF-0011230495 | 2023-08-15 | No data | Annual Report | Annual Report | No data |
| BF-0011207555 | 2022-11-23 | 2022-11-23 | Interim Notice | Interim Notice | No data |
| BF-0011083525 | 2022-11-17 | 2022-11-17 | Change of Business Address | Business Address Change | No data |
| BF-0010370430 | 2022-08-16 | No data | Annual Report | Annual Report | 2022 |
| BF-0009815278 | 2021-08-31 | No data | Annual Report | Annual Report | No data |
| 0006959060 | 2020-08-07 | No data | Annual Report | Annual Report | 2020 |
| 0006647755 | 2019-09-20 | No data | Annual Report | Annual Report | 2019 |
| 0006246308 | 2018-09-13 | 2018-09-13 | Business Registration | Certificate of Authority | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
