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SQUAREKNOT ADVISORY PARTNERS, LLC

Company Details

Entity Name: SQUAREKNOT ADVISORY PARTNERS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 26 Feb 2019
Business ALEI: 1300824
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 2319 WHITNEY AVENUE SUITE 4D, HAMDEN, CT, 06518, United States
Mailing address: 2319 WHITNEY AVENUE SUITE 4D, HAMDEN, CT, United States, 06518
ZIP code: 06518
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: christopheregavin@gmail.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SQUAREKNOT ADVISORY PARTNERS 401(K) PLAN 2023 833847765 2024-09-26 SQUAREKNOT ADVISORY PARTNERS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 2032882990
Plan sponsor’s address 2319 WHITNEY AVENUE, HAMDEN, CT, 06518

Signature of

Role Plan administrator
Date 2024-09-26
Name of individual signing CHRISTOPHER GAVIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-26
Name of individual signing CHRISTOPHER GAVIN
Valid signature Filed with authorized/valid electronic signature
SQUAREKNOT ADVISORY PARTNERS 401(K) PLAN 2022 833847765 2023-10-10 SQUAREKNOT ADVISORY PARTNERS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 2032882990
Plan sponsor’s address 2319 WHITNEY AVENUE, HAMDEN, CT, 06518

Signature of

Role Plan administrator
Date 2023-10-10
Name of individual signing CHRISTOPHER GAVIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-10
Name of individual signing CHRISTOPHER GAVIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
CHRISTOPHER E. GAVIN Agent 2319 WHITNEY AVENUE SUITE 4D, HAMDEN, CT, 06518, United States 87 MADISON SPRINGS DRIVE, MADISON, CT, 06443, United States +1 203-288-2990 cgavin@squareknotadvisory.com 87 MADISON SPRINGS DRIVE, MADISON, CT, 06443, United States

Officer

Name Role Business address Phone E-Mail Residence address
CHRISTOPHER E. GAVIN Officer 2319 WHITNEY AVENUE, SUITE 5A, HAMDEN, CT, 06518, United States +1 203-288-2990 cgavin@squareknotadvisory.com 87 MADISON SPRINGS DRIVE, MADISON, CT, 06443, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012123471 2024-03-14 No data Annual Report Annual Report No data
BF-0011243383 2023-03-20 No data Annual Report Annual Report No data
BF-0010222108 2022-02-23 No data Annual Report Annual Report 2022
0007164193 2021-02-16 No data Annual Report Annual Report 2021
0007164176 2021-02-16 No data Annual Report Annual Report 2020
0006418579 2019-02-26 2019-02-26 Business Formation Certificate of Organization No data

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website