| Entity Name: | SAGEVIEW ADVISORY GROUP, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 05 Mar 2019 (Companies founded in March 2019) |
| Business ALEI: | 1301522 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 4000 MACARTHUR BLVD, STE 1050, NEWPORT BEACH, CA, 92660, United States |
| Mailing address: | 4000 MACARTHUR BLVD, STE 1050, NEWPORT BEACH, CA, United States, 92660 |
| Place of Formation: | CALIFORNIA |
| E-Mail: | Compliancemail@cscinfo.com |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| John Longley | Officer | 4000 MACARTHUR BLVD,, STE 1050, NEWPORT BEACH, CA, 92660, United States | 4000 MACARTHUR BLVD,, STE 1050, NEWPORT BEACH, CA, 92660, United States |
| Jonathan T. Upham | Officer | 4000 MACARTHUR BLVD,, STE 1050, NEWPORT BEACH, CA, 92660, United States | 4000 MACARTHUR BLVD,, STE 1050, NEWPORT BEACH, CA, 92660, United States |
| Anthony L. Notermann | Officer | 4000 MACARTHUR BLVD,, STE 1050, NEWPORT BEACH, CA, 92660, United States | 4000 MACARTHUR BLVD,, STE 1050, NEWPORT BEACH, CA, 92660, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012126033 | 2024-03-22 | No data | Annual Report | Annual Report | No data |
| BF-0011242712 | 2023-03-16 | No data | Annual Report | Annual Report | No data |
| BF-0010331329 | 2022-03-25 | No data | Annual Report | Annual Report | 2022 |
| BF-0010453183 | 2022-01-14 | 2022-01-14 | Mass Agent Change � Address | Agent Address Change | No data |
| 0007274247 | 2021-03-31 | No data | Annual Report | Annual Report | 2021 |
| 0007211900 | 2021-03-09 | 2021-03-09 | Change of Agent | Agent Change | No data |
| 0006803556 | 2020-03-02 | No data | Annual Report | Annual Report | 2020 |
| 0006434527 | 2019-03-05 | 2019-03-05 | Business Registration | Certificate of Registration | No data |
Date of last update: 18 Nov 2024
Sources: Connecticut's Official State Website
