| Entity Name: | BLACK OAK CAPITAL MANAGEMENT LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 06 Sep 2019 |
| Business ALEI: | 1320626 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 525910 - Open-End Investment Funds |
| Business address: | 10 SAUGATUCK AVENUE #201, WESTPORT, CT, 06880, United States |
| Mailing address: | 10 SAUGATUCK AVENUE #201, WESTPORT, CT, United States, 06880 |
| Mailing jurisdiction address: | 7901 4TH ST N SUITE 300, ST PETERSBURG, USA, 33702, United States |
| ZIP code: | 06880 |
| County: | Fairfield |
| Place of Formation: | USA |
| E-Mail: | ckopp@blackoakcap.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BLACK OAK CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN | 2016 | 800120995 | 2017-10-04 | BLACK OAK CAPITAL MANAGEMENT, LLC | 2 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2017-10-04 |
| Name of individual signing | CHAD KOPP |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2127531819 |
| Plan sponsor’s address | 30 OLD KINGS HWY S, DARIEN, CT, 06820 |
Signature of
| Role | Plan administrator |
| Date | 2017-10-04 |
| Name of individual signing | CHAD KOPP |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| CHAD KOPP | Agent | 10 SAUGATUCK AVENUE, #201, WESTPORT, CT, 06880, United States | 10 SAUGATUCK AVENUE, #201, WESTPORT, CT, 06880, United States | +1 212-753-1819 | CKOPP@BLACKOAKCAP.COM | 41 LITTLE FOX, WESTPORT, CT, 06880, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| CHAD KOPP | Officer | 10 SAUGATUCK AVENUE, #201, WESTPORT, CT, 06880, United States | +1 212-753-1819 | CKOPP@BLACKOAKCAP.COM | 41 LITTLE FOX, WESTPORT, CT, 06880, United States |
| THOMAS JENS | Officer | 10 SAUGATUCK AVENUE, #201, WESTPORT, CT, 06880, United States | No data | No data | 214 OLD NORWALK RD, NEW CANAAN, CT, 06840, United States |
| Credential | Credential type | Status | Status reason | Issue date | Effective date | Expiration date |
|---|---|---|---|---|---|---|
| SE.1119162 | Securities - Exemptions | ACTIVE | ACTIVE | 2021-08-06 | 2021-08-06 | No data |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012121496 | 2024-01-23 | No data | Annual Report | Annual Report | No data |
| BF-0011486907 | 2023-01-23 | No data | Annual Report | Annual Report | No data |
| BF-0010410739 | 2022-03-21 | No data | Annual Report | Annual Report | 2022 |
| 0007245372 | 2021-03-19 | No data | Annual Report | Annual Report | 2021 |
| 0007245368 | 2021-03-19 | No data | Annual Report | Annual Report | 2020 |
| 0006639790 | 2019-09-06 | 2019-09-06 | Business Registration | Certificate of Registration | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
