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CANNAE PORTFOLIO ADVISORS LLC

Company Details

Entity Name: CANNAE PORTFOLIO ADVISORS LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 05 Feb 2021
Business ALEI: 1377013
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 2 American Ln, Greenwich, CT, 06831-2559, United States
Mailing address: 2 American Ln, Greenwich, CT, United States, 06831-2559
ZIP code: 06831
County: Fairfield
Place of Formation: DELAWARE
E-Mail: mluper@cannaellc.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CANNAE PORTFOLIO ADVISORS, LLC CASH BALANCE PLAN 2023 850555814 2024-07-22 CANNAE PORTFOLIO ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 2034965224
Plan sponsor’s address TWO AMERICAN LANE, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2024-07-22
Name of individual signing DANIEL SEYMOUR
Valid signature Filed with authorized/valid electronic signature
CANNAE PORTFOLIO ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2023 850555814 2024-10-10 CANNAE PORTFOLIO ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 2034965224
Plan sponsor’s address TWO AMERICAN LANE, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2024-10-10
Name of individual signing DANIEL SEYMOUR
Valid signature Filed with authorized/valid electronic signature
CANNAE PORTFOLIO ADVISORS, LLC CASH BALANCE PLAN 2022 850555814 2023-07-14 CANNAE PORTFOLIO ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 2034965224
Plan sponsor’s address TWO AMERICAN LANE, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2023-07-14
Name of individual signing DANIEL SEYMOUR
Valid signature Filed with authorized/valid electronic signature
CANNAE PORTFOLIO ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 850555814 2023-05-18 CANNAE PORTFOLIO ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 2034965224
Plan sponsor’s address TWO AMERICAN LANE, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2023-05-18
Name of individual signing DANIEL SEYMOUR
Valid signature Filed with authorized/valid electronic signature
CANNAE PORTFOLIO ADVISORS, LLC CASH BALANCE PLAN 2021 850555814 2022-07-18 CANNAE PORTFOLIO ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 2034965224
Plan sponsor’s address TWO AMERICAN LANE, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2022-07-18
Name of individual signing DANIEL SEYMOUR
Valid signature Filed with authorized/valid electronic signature
CANNAE PORTFOLIO ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2021 850555814 2022-07-18 CANNAE PORTFOLIO ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 2034965224
Plan sponsor’s address TWO AMERICAN LANE, GREENWICH, CT, 06831

Signature of

Role Plan administrator
Date 2022-07-18
Name of individual signing DANIEL SEYMOUR
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
TODD BODINE Agent 2 American Ln, Greenwich, CT, 06831-2559, United States 2 American Ln, Greenwich, CT, 06831-2559, United States +1 203-496-5241 tbodine@cannaellc.com 2 American Ln, Greenwich, CT, 06831-2559, United States

Officer

Name Role Business address
PARALLAX PORTFOLIO ADVISORS CORPORATION Officer 2 American Ln, 30 WINDERMERE LANE, Greenwich, CT, 06831-2559, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012112801 2024-02-06 No data Annual Report Annual Report No data
BF-0011113481 2023-01-30 No data Annual Report Annual Report No data
BF-0010237126 2022-03-28 No data Annual Report Annual Report 2022
0007132286 2021-02-05 2021-02-05 Business Registration Certificate of Registration No data

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website