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  5. PHOENIX INVESTMENT ADVISER LLC

PHOENIX INVESTMENT ADVISER LLC

Company Details

Name: PHOENIX INVESTMENT ADVISER LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 17 Jun 2003 (21 years ago)
Entity Number: 2920347
ZIP code: 10170
County: New York
Place of Formation: Delaware
Address: 420 LEXINGTON AVENUE, Suite 300, NEW YORK, NY, United States, 10170

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PHOENIX INVESTMENT ADVISER LLC EMPLOYEES SAVINGS TRUST 2023 364581843 2024-08-22 PHOENIX INVESTMENT ADVISER LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2123596232
Plan sponsor’s address 420 LEXINGTON AVENUE, SUITE 300, NEW YORK, NY, 10170

Signature of
Role Plan administrator
Date 2024-08-22
Name of individual signing ROBERT YOUREE
PHOENIX INVESTMENT ADVISER LLC EMPLOYEES SAVINGS TRUST 2022 364581843 2023-08-07 PHOENIX INVESTMENT ADVISER LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2123596232
Plan sponsor’s address 420 LEXINGTON AVENUE, SUITE 2040, NEW YORK, NY, 101700002

Signature of
Role Plan administrator
Date 2023-08-07
Name of individual signing ROBERT YOUREE
Role Employer/plan sponsor
Date 2023-08-07
Name of individual signing ROBERT YOUREE
PHOENIX INVESTMENT ADVISER LLC EMPLOYEES SAVINGS TRUST 2021 364581843 2022-07-29 PHOENIX INVESTMENT ADVISER LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2123596232
Plan sponsor’s address 420 LEXINGTON AVENUE, SUITE 2040, NEW YORK, NY, 101700002

Signature of
Role Plan administrator
Date 2022-07-29
Name of individual signing ROBERT YOUREE
PHOENIX INVESTMENT ADVISER LLC EMPLOYEES SAVINGS TRUST 2020 364581843 2021-08-02 PHOENIX INVESTMENT ADVISER LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2123596232
Plan sponsor’s address 420 LEXINGTON AVENUE, SUITE 2040, NEW YORK, NY, 101700002

Signature of
Role Plan administrator
Date 2021-08-02
Name of individual signing ROBERT YOUREE
Role Employer/plan sponsor
Date 2021-08-02
Name of individual signing ROBERT YOUREE
PHOENIX INVESTMENT ADVISER LLC EMPLOYEES SAVINGS TRUST 2019 364581843 2020-07-31 PHOENIX INVESTMENT ADVISER LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2123596232
Plan sponsor’s address 420 LEXINGTON AVENUE, SUITE 2040, NEW YORK, NY, 101700002

Signature of
Role Plan administrator
Date 2020-07-31
Name of individual signing ROBERT YOUREE
PHOENIX INVESTMENT ADVISER LLC EMPLOYEES SAVINGS TRUST 2018 364581843 2019-07-22 PHOENIX INVESTMENT ADVISER LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2123596232
Plan sponsor’s address 420 LEXINGTON AVENUE, SUITE 2040, NEW YORK, NY, 101700002

Signature of
Role Plan administrator
Date 2019-07-22
Name of individual signing ROBERT YOUREE
PHOENIX INVESTMENT ADVISER LLC EMPLOYEES SAVINGS TRUST 2017 364581843 2018-10-12 PHOENIX INVESTMENT ADVISER LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2123596232
Plan sponsor’s address 420 LEXINGTON AVENUE, SUITE 2040, NEW YORK, NY, 10170

Signature of
Role Plan administrator
Date 2018-10-11
Name of individual signing ROBERT YOUREE
PHOENIX INVESTMENT ADVISER LLC EMPLOYEES SAVINGS TRUST 2016 364581843 2017-05-18 PHOENIX INVESTMENT ADVISER LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2123596232
Plan sponsor’s address 420 LEXINGTON AVENUE, SUITE 2040, NEW YORK, NY, 10170

Signature of
Role Plan administrator
Date 2017-05-18
Name of individual signing ROBERT YOUREE
PHOENIX INVESTMENT ADVISER LLC EMPLOYEES SAVINGS TRUST 2015 364581843 2016-06-30 PHOENIX INVESTMENT ADVISER LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2123596232
Plan sponsor’s address 420 LEXINGTON AVENUE, SUITE 2040, NEW YORK, NY, 10170

Signature of
Role Plan administrator
Date 2016-06-30
Name of individual signing ROBERT YOUREE
PHOENIX INVESTMENT ADVISER LLC EMPLOYEES SAVINGS TRUST 2014 364581843 2015-05-12 PHOENIX INVESTMENT ADVISER LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2123596232
Plan sponsor’s address 420 LEXINGTON AVENUE, SUITE 2040, NEW YORK, NY, 10170

Signature of
Role Plan administrator
Date 2015-05-12
Name of individual signing ROBERT YOUREE

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 420 LEXINGTON AVENUE, Suite 300, NEW YORK, NY, United States, 10170

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY ST., NEW YORK, NY, 10005

History

Start date End date Type Value
2019-01-28 2024-01-30 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2012-07-30 2024-01-30 Address 420 LEXINGTON AVENUE, SUITE 2040, NEW YORK, NY, 10170, USA (Type of address: Service of Process)
2003-06-17 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Registered Agent)
2003-06-17 2012-07-30 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240130019253 2024-01-30 BIENNIAL STATEMENT 2024-01-30
SR-37313 2019-01-28 CERTIFICATE OF CHANGE 2019-01-28
130801002374 2013-08-01 BIENNIAL STATEMENT 2013-06-01
120730000986 2012-07-30 CERTIFICATE OF CHANGE 2012-07-30
110711002757 2011-07-11 BIENNIAL STATEMENT 2011-06-01
070618002102 2007-06-18 BIENNIAL STATEMENT 2007-06-01
051128002042 2005-11-28 BIENNIAL STATEMENT 2005-06-01
030617000843 2003-06-17 APPLICATION OF AUTHORITY 2003-06-17

Related by officers

THE LLC

HITTERZZ, LLC PLJ PROPERTIES, LLC 7119 20TH AVE. LLC THE TALLY-HO INN, LLC HAGOP TANKIAN LLC NEXIS REALTY GROUP, LLC KILBORN LLC BKN PROPERTIES, LLC COTTON TEES, LLC PLAYDATE 4 YOU LLC

C T CORPORATION SYSTEM

BOFA MERRILL LYNCH ASSET HOLDINGS, INC. " 21" BRANDS, INC. "ADP TOTALSOURCE SERVICES, INC." ARLON GROUP LLC "LA COMUNIDAD" CORPORATION "TREND LABORATORIES, INC." PRET 485 LEXINGTON, INC. (800) 777-CLUB. ++INTEGRATED TACTICS, LLC

Related by address

420 LEXINGTON AVENUE, Suite 300, NEW YORK, NY, United States, 10170

SETLOG CORP.

Date of last update: 28 Nov 2024

Sources: New York Secretary of State

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