| Entity Name: | HEARTWOOD PARTNERS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 23 Nov 2020 |
| Business ALEI: | 1367276 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 301 MERRITT 7 3RD FLOOR, NORWALK, CT, 06851, United States |
| Mailing address: | 301 MERRITT 7 3RD FLOOR, NORWALK, CT, United States, 06851 |
| Office jurisdiction address: | C/O CORPORATION SERVICE COMPANY 251 LITTLE FALLS DRIVE, WILMINGTON, DE, 19808, United States |
| ZIP code: | 06851 |
| County: | Fairfield |
| Place of Formation: | DELAWARE |
| E-Mail: | akowal@heartwoodpartners.com |
| E-Mail: | wdiglio@heartwoodpartners.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEARTWOOD PARTNERS RETIREMENT PLAN | 2023 | 133109595 | 2024-10-15 | HEARTWOOD PARTNERS, LLC | 36 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-10-15 |
| Name of individual signing | BERAT RIFATI |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-10-15 |
| Name of individual signing | BERAT RIFATI |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| ROBERT S. TUCKER | Agent | 301 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851, United States | 301 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851, United States | +1 203-625-0770 | WDIGLIO@HEARTWOODPARTNERS.COM | 80 MORRIS LANE, SCARSDALE, NY, 10583, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| ROBERT S. TUCKER | Officer | 301 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851, United States | +1 203-625-0770 | WDIGLIO@HEARTWOODPARTNERS.COM | 80 MORRIS LANE, SCARSDALE, NY, 10583, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012297054 | 2024-10-10 | No data | Annual Report | Annual Report | No data |
| BF-0011379353 | 2023-01-05 | No data | Annual Report | Annual Report | No data |
| BF-0010313498 | 2022-02-03 | No data | Annual Report | Annual Report | 2022 |
| 0007122945 | 2021-02-04 | No data | Annual Report | Annual Report | 2021 |
| 0007024966 | 2020-11-23 | 2020-11-23 | Business Registration | Certificate of Registration | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
