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ALESCO ADVISORS LLC

Company Details

Name: ALESCO ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 01 Dec 1999 (25 years ago)
Entity Number: 2444933
ZIP code: 14534
County: Monroe
Place of Formation: New York
Address: 1080 PITTSFORD-VICTOR, SUITE 301, PITTSFORD, NY, United States, 14534

Central Index Key

CIK number Mailing Address Business Address Phone
1269978 120 OFFICE PARK WAY, PITTSFORD, NY, 14534 120 OFFICE PARK WAY, PITTSFORD, NY, 14534 8588560970

Filings since 2024-11-12

Form type 13F-HR
File number 028-10620
Filing date 2024-11-12
Reporting date 2024-09-30
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Filings since 2024-08-26

Form type N-PX
File number 028-10620
Filing date 2024-08-26
Reporting date 2024-06-30
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Filings since 2024-08-13

Form type 13F-HR
File number 028-10620
Filing date 2024-08-13
Reporting date 2024-06-30
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Filings since 2024-05-10

Form type 13F-HR
File number 028-10620
Filing date 2024-05-10
Reporting date 2024-03-31
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Filings since 2024-02-02

Form type 13F-HR
File number 028-10620
Filing date 2024-02-02
Reporting date 2023-12-31
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Filings since 2023-11-14

Form type 13F-HR
File number 028-10620
Filing date 2023-11-14
Reporting date 2023-09-30
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Filings since 2023-08-09

Form type 13F-HR
File number 028-10620
Filing date 2023-08-09
Reporting date 2023-06-30
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Filings since 2023-04-24

Form type 13F-HR
File number 028-10620
Filing date 2023-04-24
Reporting date 2023-03-31
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Filings since 2023-01-26

Form type 13F-HR
File number 028-10620
Filing date 2023-01-26
Reporting date 2022-12-31
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Filings since 2022-11-14

Form type 13F-HR
File number 028-10620
Filing date 2022-11-14
Reporting date 2022-09-30
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Filings since 2022-08-15

Form type 13F-HR
File number 028-10620
Filing date 2022-08-15
Reporting date 2022-06-30
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Filings since 2022-05-16

Form type 13F-HR
File number 028-10620
Filing date 2022-05-16
Reporting date 2022-03-31
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Filings since 2022-02-14

Form type 13F-HR
File number 028-10620
Filing date 2022-02-14
Reporting date 2021-12-31
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Filings since 2021-11-15

Form type 13F-HR
File number 028-10620
Filing date 2021-11-15
Reporting date 2021-09-30
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Filings since 2021-08-16

Form type 13F-HR
File number 028-10620
Filing date 2021-08-16
Reporting date 2021-06-30
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Filings since 2021-05-17

Form type 13F-HR
File number 028-10620
Filing date 2021-05-17
Reporting date 2021-03-31
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Filings since 2021-02-10

Form type 13F-HR
File number 028-10620
Filing date 2021-02-10
Reporting date 2020-12-31
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Filings since 2020-11-16

Form type 13F-HR
File number 028-10620
Filing date 2020-11-16
Reporting date 2020-09-30
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Filings since 2020-08-14

Form type 13F-HR
File number 028-10620
Filing date 2020-08-14
Reporting date 2020-06-30
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Filings since 2020-05-15

Form type 13F-HR
File number 028-10620
Filing date 2020-05-15
Reporting date 2020-03-31
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Filings since 2020-02-14

Form type 13F-HR
File number 028-10620
Filing date 2020-02-14
Reporting date 2019-12-31
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Filings since 2019-11-14

Form type 13F-HR
File number 028-10620
Filing date 2019-11-14
Reporting date 2019-09-30
File View File

Filings since 2019-08-14

Form type 13F-HR
File number 028-10620
Filing date 2019-08-14
Reporting date 2019-06-30
File View File

Filings since 2019-05-15

Form type 13F-HR
File number 028-10620
Filing date 2019-05-15
Reporting date 2019-03-31
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Filings since 2019-02-14

Form type 13F-HR
File number 028-10620
Filing date 2019-02-14
Reporting date 2018-12-31
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Filings since 2018-11-14

Form type 13F-HR
File number 028-10620
Filing date 2018-11-14
Reporting date 2018-09-30
File View File

Filings since 2018-08-14

Form type 13F-HR
File number 028-10620
Filing date 2018-08-14
Reporting date 2018-06-30
File View File

Filings since 2018-05-15

Form type 13F-HR
File number 028-10620
Filing date 2018-05-15
Reporting date 2018-03-31
File View File

Filings since 2018-02-14

Form type 13F-HR
File number 028-10620
Filing date 2018-02-14
Reporting date 2017-12-31
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Filings since 2017-11-14

Form type 13F-HR
File number 028-10620
Filing date 2017-11-14
Reporting date 2017-09-30
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Filings since 2017-08-11

Form type 13F-HR
File number 028-10620
Filing date 2017-08-11
Reporting date 2017-06-30
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Filings since 2017-05-15

Form type 13F-HR
File number 028-10620
Filing date 2017-05-15
Reporting date 2017-03-31
File View File

Filings since 2017-02-14

Form type 13F-HR
File number 028-10620
Filing date 2017-02-14
Reporting date 2016-12-31
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Filings since 2016-11-14

Form type 13F-HR
File number 028-10620
Filing date 2016-11-14
Reporting date 2016-09-30
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Filings since 2016-08-15

Form type 13F-HR
File number 028-10620
Filing date 2016-08-15
Reporting date 2016-06-30
File View File

Filings since 2016-05-16

Form type 13F-HR
File number 028-10620
Filing date 2016-05-16
Reporting date 2016-03-31
File View File

Filings since 2016-02-16

Form type 13F-HR
File number 028-10620
Filing date 2016-02-16
Reporting date 2015-12-31
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Filings since 2015-11-13

Form type 13F-HR
File number 028-10620
Filing date 2015-11-13
Reporting date 2015-09-30
File View File

Filings since 2015-08-14

Form type 13F-HR
File number 028-10620
Filing date 2015-08-14
Reporting date 2015-06-30
File View File

Filings since 2015-05-14

Form type 13F-HR
File number 028-10620
Filing date 2015-05-14
Reporting date 2015-03-31
File View File

Filings since 2015-02-13

Form type 13F-HR
File number 028-10620
Filing date 2015-02-13
Reporting date 2014-12-31
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Filings since 2014-11-14

Form type 13F-HR
File number 028-10620
Filing date 2014-11-14
Reporting date 2014-09-30
File View File

Filings since 2014-08-14

Form type 13F-HR
File number 028-10620
Filing date 2014-08-14
Reporting date 2014-06-30
File View File

Filings since 2014-05-15

Form type 13F-HR
File number 028-10620
Filing date 2014-05-15
Reporting date 2014-03-31
File View File

Filings since 2014-02-14

Form type 13F-HR
File number 028-10620
Filing date 2014-02-14
Reporting date 2013-12-31
File View File

Filings since 2013-11-12

Form type 13F-HR
File number 028-10620
Filing date 2013-11-12
Reporting date 2013-09-30
File View File

Filings since 2013-08-13

Form type 13F-HR
File number 028-10620
Filing date 2013-08-13
Reporting date 2013-06-30
File View File

Filings since 2013-05-14

Form type 13F-HR
File number 028-10620
Filing date 2013-05-14
Reporting date 2013-03-31
File View File

Filings since 2013-02-14

Form type 13F-HR
File number 028-10620
Filing date 2013-02-14
Reporting date 2012-12-31
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Filings since 2012-11-09

Form type 13F-HR
File number 028-10620
Filing date 2012-11-09
Reporting date 2012-09-30
File View File

Filings since 2012-08-13

Form type 13F-HR
File number 028-10620
Filing date 2012-08-13
Reporting date 2012-06-30
File View File

Filings since 2012-05-15

Form type 13F-HR
File number 028-10620
Filing date 2012-05-15
Reporting date 2012-03-31
File View File

Filings since 2012-02-14

Form type 13F-HR
File number 028-10620
Filing date 2012-02-14
Reporting date 2011-12-31
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Filings since 2011-10-27

Form type 13F-HR
File number 028-10620
Filing date 2011-10-27
Reporting date 2011-09-30
File View File

Filings since 2011-08-11

Form type 13F-HR
File number 028-10620
Filing date 2011-08-11
Reporting date 2011-06-30
File View File

Filings since 2011-05-12

Form type 13F-HR
File number 028-10620
Filing date 2011-05-12
Reporting date 2011-03-31
File View File

Filings since 2011-02-14

Form type 13F-HR
File number 028-10620
Filing date 2011-02-14
Reporting date 2010-12-31
File View File

Filings since 2010-11-12

Form type 13F-HR
File number 028-10620
Filing date 2010-11-12
Reporting date 2010-09-30
File View File

Filings since 2010-08-11

Form type 13F-HR
File number 028-10620
Filing date 2010-08-11
Reporting date 2010-06-30
File View File

Filings since 2010-05-13

Form type 13F-HR
File number 028-10620
Filing date 2010-05-13
Reporting date 2010-03-31
File View File

Filings since 2010-02-16

Form type 13F-HR
File number 028-10620
Filing date 2010-02-16
Reporting date 2009-12-31
File View File

Filings since 2009-11-13

Form type 13F-HR
File number 028-10620
Filing date 2009-11-13
Reporting date 2009-09-30
File View File

Filings since 2009-08-14

Form type 13F-HR
File number 028-10620
Filing date 2009-08-14
Reporting date 2009-06-30
File View File

Filings since 2009-05-14

Form type 13F-HR
File number 028-10620
Filing date 2009-05-14
Reporting date 2009-03-31
File View File

Filings since 2009-02-11

Form type 13F-HR
File number 028-10620
Filing date 2009-02-11
Reporting date 2008-12-31
File View File

Filings since 2008-11-12

Form type 13F-HR
File number 028-10620
Filing date 2008-11-12
Reporting date 2008-09-30
File View File

Filings since 2008-07-18

Form type 13F-HR
File number 028-10620
Filing date 2008-07-18
Reporting date 2008-06-30
File View File

Filings since 2008-05-14

Form type 13F-HR
File number 028-10620
Filing date 2008-05-14
Reporting date 2008-03-31
File View File

Filings since 2008-02-14

Form type 13F-HR
File number 028-10620
Filing date 2008-02-14
Reporting date 2007-12-31
File View File

Filings since 2007-11-13

Form type 13F-HR
File number 028-10620
Filing date 2007-11-13
Reporting date 2007-09-30
File View File

Filings since 2007-08-13

Form type 13F-HR
File number 028-10620
Filing date 2007-08-13
Reporting date 2007-06-30
File View File

Filings since 2007-04-27

Form type 13F-HR
File number 028-10620
Filing date 2007-04-27
Reporting date 2007-03-31
File View File

Filings since 2007-02-07

Form type 13F-HR
File number 028-10620
Filing date 2007-02-07
Reporting date 2006-12-31
File View File

Filings since 2006-11-14

Form type 13F-HR
File number 028-10620
Filing date 2006-11-14
Reporting date 2006-09-30
File View File

Filings since 2006-08-09

Form type 13F-HR
File number 028-10620
Filing date 2006-08-09
Reporting date 2006-06-30
File View File

Filings since 2006-05-05

Form type 13F-HR
File number 028-10620
Filing date 2006-05-05
Reporting date 2006-03-31
File View File

Filings since 2006-01-30

Form type 13F-HR
File number 028-10620
Filing date 2006-01-30
Reporting date 2005-12-31
File View File

Filings since 2005-11-01

Form type 13F-HR
File number 028-10620
Filing date 2005-11-01
Reporting date 2005-09-30
File View File

Filings since 2005-07-12

Form type 13F-HR
File number 028-10620
Filing date 2005-07-12
Reporting date 2005-06-30
File View File

Filings since 2005-04-26

Form type 13F-HR
File number 028-10620
Filing date 2005-04-26
Reporting date 2005-03-31
File View File

Filings since 2005-01-19

Form type 13F-HR
File number 028-10620
Filing date 2005-01-19
Reporting date 2004-12-31
File View File

Filings since 2004-10-13

Form type 13F-HR
File number 028-10620
Filing date 2004-10-13
Reporting date 2004-09-30
File View File

Filings since 2004-07-28

Form type 13F-HR
File number 028-10620
Filing date 2004-07-28
Reporting date 2004-06-30
File View File

Filings since 2004-04-26

Form type 13F-HR
File number 028-10620
Filing date 2004-04-26
Reporting date 2004-03-31
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Filings since 2004-01-29

Form type 13F-HR
File number 028-10620
Filing date 2004-01-29
Reporting date 2003-12-31
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Legal Entity Identifier

LEI number Registered As Jurisdiction Of Formation General Category Entity Status Entity created at
254900EW2SBXFENQZE61 2444933 US-NY GENERAL ACTIVE No data

Addresses

Legal 1080 Pittsford-Victor, Suite 301, Pittsford, US-NY, US, 14534
Headquarters 120 Office Park Way, Pittsford, US-NY, US, 14534

Registration details

Registration Date 2021-12-17
Last Update 2022-12-18
Status LAPSED
Next Renewal 2022-12-17
LEI Issuer 5493001KJTIIGC8Y1R12
Corroboration Level FULLY_CORROBORATED
Data Validated As 2444933

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN 2023 161579300 2024-07-02 ALESCO ADVISORS LLC 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 541990
Sponsor’s telephone number 5855860970
Plan sponsor’s address TOBEY VILLAGE OFFICE PARK, 120 OFFICE PARK WAY, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2024-07-02
Name of individual signing JAMES GOULD
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN 2022 161579300 2023-06-28 ALESCO ADVISORS LLC 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 541990
Sponsor’s telephone number 5855860970
Plan sponsor’s address TOBEY VILLAGE OFFICE PARK, 120 OFFICE PARK WAY, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2023-06-28
Name of individual signing JAMES GOULD
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN 2021 161579300 2022-06-21 ALESCO ADVISORS LLC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 541990
Sponsor’s telephone number 5855860970
Plan sponsor’s address TOBEY VILLAGE OFFICE PARK, 120 OFFICE PARK WAY, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2022-06-21
Name of individual signing JAMES GOULD
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN 2020 161579300 2021-05-19 ALESCO ADVISORS LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 541990
Sponsor’s telephone number 5855860970
Plan sponsor’s address TOBEY VILLAGE OFFICE PARK, 120 OFFICE PARK WAY, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2021-05-19
Name of individual signing JAMES GOULD
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN 2019 161579300 2020-06-12 ALESCO ADVISORS LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 541990
Sponsor’s telephone number 5855860970
Plan sponsor’s address TOBEY VILLAGE OFFICE PARK, 120 OFFICE PARK WAY, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2020-06-12
Name of individual signing JAMES GOULD
ALESCO ADVISORS LLC 401(K) RETIREMENT PLAN 2018 161579300 2019-06-14 ALESCO ADVISORS LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 541990
Sponsor’s telephone number 5855860970
Plan sponsor’s address TOBEY VILLAGE OFFICE PARK, 120 OFFICE PARK WAY, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2019-06-14
Name of individual signing JAMES GOULD
ALESCO ADVISORS LLC 401K RETIREMENT PLAN 2017 161579300 2018-07-19 ALESCO ADVISORS, LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 541990
Sponsor’s telephone number 5855860970
Plan sponsor’s address 120 OFFICE PARK WAY, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2018-07-19
Name of individual signing JAMES GOULD
ALESCO ADVISORS LLC 401K RETIREMENT PLAN 2016 161579300 2017-07-11 ALESCO ADVISORS, LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 541990
Sponsor’s telephone number 5855860970
Plan sponsor’s address 120 OFFICE PARK WAY, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2017-07-11
Name of individual signing JAMES GOULD
ALESCO ADVISORS LLC 401K RETIREMENT PLAN 2015 161579300 2016-07-25 ALESCO ADVISORS, LLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 541990
Sponsor’s telephone number 5855860970
Plan sponsor’s address 120 OFFICE PARK WAY, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2016-07-25
Name of individual signing JAMES GOULD
ALESCO ADVISORS LLC 401K RETIREMENT PLAN 2014 161579300 2015-07-06 ALESCO ADVISORS, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-10-01
Business code 541990
Sponsor’s telephone number 5855860970
Plan sponsor’s address 120 OFFICE PARK WAY, PITTSFORD, NY, 14534

Signature of

Role Plan administrator
Date 2015-07-06
Name of individual signing JAMES GOULD

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 1080 PITTSFORD-VICTOR, SUITE 301, PITTSFORD, NY, United States, 14534

History

Start date End date Type Value
2000-05-15 2002-09-16 Name WEALTHCFO LLC
2000-01-05 2000-05-15 Name WEALTHNET LLC
1999-12-01 2000-01-05 Name WEALTH MANAGEMENT PARTNERS LLC
1999-12-01 2001-11-27 Address ATTN: PRESIDENT, 11 TOBEY VILLAGE OFFICE PARK, PITTSFORD, NY, 14534, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
071220002024 2007-12-20 BIENNIAL STATEMENT 2007-12-01
060303000063 2006-03-03 CERTIFICATE OF AMENDMENT 2006-03-03
051201002430 2005-12-01 BIENNIAL STATEMENT 2005-12-01
040204002374 2004-02-04 BIENNIAL STATEMENT 2003-12-01
020916000194 2002-09-16 CERTIFICATE OF AMENDMENT 2002-09-16
011127002022 2001-11-27 BIENNIAL STATEMENT 2001-12-01
000515000111 2000-05-15 CERTIFICATE OF AMENDMENT 2000-05-15
000502000163 2000-05-02 AFFIDAVIT OF PUBLICATION 2000-05-02
000502000161 2000-05-02 AFFIDAVIT OF PUBLICATION 2000-05-02
000105000689 2000-01-05 CERTIFICATE OF AMENDMENT 2000-01-05

Date of last update: 30 Nov 2024

Sources: New York Secretary of State