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KERRISDALE ADVISERS, LLC

Company Details

Name: KERRISDALE ADVISERS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 23 Apr 2009 (16 years ago) (Companies founded in April 2009)
Entity Number: 3802086
ZIP code: 33139 (Companies in New York, 33139)
County: New York
Place of Formation: New York
Address: 1000 5th Street, Suite 401, Miami Beach, FL, United States, 33139

Central Index Key

CIK number Mailing Address Business Address Phone
1569688 1000 5TH STREET, SUITE 401, MIAMI, FL, 33139 1000 5TH STREET, SUITE 401, MIAMI, FL, 33139 (212) 792-9788

Filings since 2024-08-30

Form type N-PX
File number 028-15277
Filing date 2024-08-30
Reporting date 2024-06-30
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Filings since 2024-08-14

Form type 13F-HR
File number 028-15277
Filing date 2024-08-14
Reporting date 2024-06-30
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Filings since 2024-05-15

Form type 13F-HR
File number 028-15277
Filing date 2024-05-15
Reporting date 2024-03-31
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Filings since 2024-02-14

Form type 13F-HR
File number 028-15277
Filing date 2024-02-14
Reporting date 2023-12-31
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Filings since 2023-11-14

Form type 13F-HR
File number 028-15277
Filing date 2023-11-14
Reporting date 2023-09-30
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Filings since 2023-08-14

Form type 13F-HR
File number 028-15277
Filing date 2023-08-14
Reporting date 2023-06-30
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Filings since 2023-05-15

Form type 13F-HR
File number 028-15277
Filing date 2023-05-15
Reporting date 2023-03-31
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Filings since 2023-02-14

Form type 13F-HR
File number 028-15277
Filing date 2023-02-14
Reporting date 2022-12-31
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Filings since 2022-11-14

Form type 13F-HR
File number 028-15277
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 028-15277
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 028-15277
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 028-15277
Filing date 2022-02-14
Reporting date 2021-12-31
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Filings since 2022-02-11

Form type SC 13G/A
Filing date 2022-02-11
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Filings since 2021-11-15

Form type 13F-HR
File number 028-15277
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 028-15277
Filing date 2021-08-16
Reporting date 2021-06-30
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Filings since 2021-07-21

Form type SC 13G
Filing date 2021-07-21
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Filings since 2021-05-17

Form type 13F-HR
File number 028-15277
Filing date 2021-05-17
Reporting date 2021-03-31
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Filings since 2021-02-16

Form type 13F-HR
File number 028-15277
Filing date 2021-02-16
Reporting date 2020-12-31
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Filings since 2020-11-16

Form type 13F-HR
File number 028-15277
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 028-15277
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 028-15277
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 028-15277
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 028-15277
Filing date 2019-11-14
Reporting date 2019-09-30
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Filings since 2019-08-14

Form type 13F-HR
File number 028-15277
Filing date 2019-08-14
Reporting date 2019-06-30
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Filings since 2019-05-15

Form type 13F-HR
File number 028-15277
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 028-15277
Filing date 2019-02-14
Reporting date 2018-12-31
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Filings since 2019-02-13

Form type SC 13G/A
Filing date 2019-02-13
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Filings since 2018-11-14

Form type 13F-HR
File number 028-15277
Filing date 2018-11-14
Reporting date 2018-09-30
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Filings since 2018-08-14

Form type 13F-HR
File number 028-15277
Filing date 2018-08-14
Reporting date 2018-06-30
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Filings since 2018-06-27

Form type SC 13G
Filing date 2018-06-27
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Filings since 2018-05-15

Form type 13F-HR
File number 028-15277
Filing date 2018-05-15
Reporting date 2018-03-31
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Filings since 2018-02-14

Form type 13F-HR
File number 028-15277
Filing date 2018-02-14
Reporting date 2017-12-31
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Filings since 2018-02-13

Form type SC 13G/A
Filing date 2018-02-13
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Filings since 2017-11-14

Form type 13F-HR
File number 028-15277
Filing date 2017-11-14
Reporting date 2017-09-30
File View File

Filings since 2017-11-01

Form type SC 13G
Filing date 2017-11-01
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Filings since 2017-08-14

Form type 13F-HR
File number 028-15277
Filing date 2017-08-14
Reporting date 2017-06-30
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Filings since 2017-05-15

Form type 13F-HR
File number 028-15277
Filing date 2017-05-15
Reporting date 2017-03-31
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Filings since 2017-02-14

Form type 13F-HR
File number 028-15277
Filing date 2017-02-14
Reporting date 2016-12-31
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Filings since 2016-11-10

Form type 13F-HR
File number 028-15277
Filing date 2016-11-10
Reporting date 2016-09-30
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Filings since 2016-08-12

Form type 13F-HR/A
File number 028-15277
Filing date 2016-08-12
Reporting date 2016-06-30
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Filings since 2016-08-12

Form type 13F-HR
File number 028-15277
Filing date 2016-08-12
Reporting date 2016-06-30
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Filings since 2016-05-13

Form type 13F-HR
File number 028-15277
Filing date 2016-05-13
Reporting date 2016-03-31
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Filings since 2016-02-16

Form type 13F-HR
File number 028-15277
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 028-15277
Filing date 2015-11-13
Reporting date 2015-09-30
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Filings since 2015-08-14

Form type 13F-HR
File number 028-15277
Filing date 2015-08-14
Reporting date 2015-06-30
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Filings since 2015-05-15

Form type 13F-HR
File number 028-15277
Filing date 2015-05-15
Reporting date 2015-03-31
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Filings since 2015-02-17

Form type 13F-HR
File number 028-15277
Filing date 2015-02-17
Reporting date 2014-12-31
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Filings since 2015-02-10

Form type SC 13G/A
Filing date 2015-02-10
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Filings since 2014-11-18

Form type 13F-HR/A
File number 028-15277
Filing date 2014-11-18
Reporting date 2014-09-30
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Filings since 2014-11-14

Form type 13F-HR
File number 028-15277
Filing date 2014-11-14
Reporting date 2014-09-30
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Filings since 2014-08-14

Form type 13F-HR
File number 028-15277
Filing date 2014-08-14
Reporting date 2014-06-30
File View File

Filings since 2014-05-15

Form type 13F-HR
File number 028-15277
Filing date 2014-05-15
Reporting date 2014-03-31
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Filings since 2014-05-07

Form type DFAN14A
Filing date 2014-05-07
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Filings since 2014-04-23

Form type DFRN14A
Filing date 2014-04-23
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Filings since 2014-04-22

Form type DFAN14A
Filing date 2014-04-22
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Filings since 2014-04-22

Form type DFAN14A
Filing date 2014-04-22
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Filings since 2014-04-16

Form type DEFC14A
Filing date 2014-04-16
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Filings since 2014-04-11

Form type CORRESP
Filing date 2014-04-11
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Filings since 2014-04-11

Form type PRRN14A
Filing date 2014-04-11
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Filings since 2014-04-04

Form type PREC14A
Filing date 2014-04-04
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Filings since 2014-04-02

Form type DFAN14A
Filing date 2014-04-02
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Filings since 2014-03-12

Form type DFAN14A
Filing date 2014-03-12
File View File

Filings since 2014-02-21

Form type SC 13G
Filing date 2014-02-21
File View File

Filings since 2014-02-14

Form type 13F-HR
File number 028-15277
Filing date 2014-02-14
Reporting date 2013-12-31
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Filings since 2013-11-14

Form type 13F-HR
File number 028-15277
Filing date 2013-11-14
Reporting date 2013-09-30
File View File

Filings since 2013-09-05

Form type DFAN14A
Filing date 2013-09-05
File View File

Filings since 2013-08-14

Form type 13F-HR
File number 028-15277
Filing date 2013-08-14
Reporting date 2013-06-30
File View File

Filings since 2013-05-15

Form type 13F-HR
File number 028-15277
Filing date 2013-05-15
Reporting date 2013-03-31
File View File

Filings since 2013-02-14

Form type 13F-HR
File number 028-15277
Filing date 2013-02-14
Reporting date 2012-12-31
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Legal Entity Identifier

LEI number Registered As Jurisdiction Of Formation General Category Entity Status Entity created at
549300YC7UB3GQNUKR36 3802086 US-NY GENERAL ACTIVE 2009-04-23

Addresses

Legal 1212 AVENUE OF THE AMERICAS, 3RD FLOOR, NEW YORK, US-NY, US, 10036
Headquarters 1000 5th Street, Miami Beach, US-FL, US, 33139

Registration details

Registration Date 2013-11-01
Last Update 2024-02-13
Status ISSUED
Next Renewal 2025-02-13
LEI Issuer 5493001KJTIIGC8Y1R12
Corroboration Level FULLY_CORROBORATED
Data Validated As 3802086

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KERRISDALE ADVISERS, LLC CASH BALANCE PLAN 2020 264757417 2021-10-04 KERRISDALE ADVISERS, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 2127929788
Plan sponsor’s address 1212 AVENUE OF THE AMERICAS, 3RD FL, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2021-10-04
Name of individual signing KATHERINE MCCARREN
Role Employer/plan sponsor
Date 2021-10-04
Name of individual signing KATHERINE MCCARREN
KERRISDALE ADVISERS, LLC RETIREMENT TRUST 2020 264757417 2021-06-30 KERRISDALE ADVISERS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-11-01
Business code 541600
Sponsor’s telephone number 2127929788
Plan sponsor’s address 1212 AVE OF THE AMERICAS, 3RD FLOOR, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2021-06-30
Name of individual signing KERRISDALE ADVISERS, LLC RETIREMENT
KERRISDALE ADVISERS, LLC CASH BALANCE PLAN 2019 264757417 2020-09-30 KERRISDALE ADVISERS, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 2127929788
Plan sponsor’s address 1212 AVENUE OF THE AMERICAS, 3RD FL, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2020-09-30
Name of individual signing KATE MCCARREN
Role Employer/plan sponsor
Date 2020-09-30
Name of individual signing KATE MCCARREN
KERRISDALE ADVISERS, LLC RETIREMENT TRUST 2019 264757417 2020-06-29 KERRISDALE ADVISERS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-11-01
Business code 541600
Sponsor’s telephone number 2127929788
Plan sponsor’s address 1212 AVE OF THE AMERICAS, 3RD FLOOR, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2020-06-29
Name of individual signing KATE MCCARREN
KERRISDALE ADVISERS, LLC RETIREMENT TRUST 2018 264757417 2019-06-28 KERRISDALE ADVISERS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-11-01
Business code 541600
Sponsor’s telephone number 2127929788
Plan sponsor’s address 1212 AVENUE OF THE AMERICAS, 3RD FLOOR, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2019-06-28
Name of individual signing KATE MCCARREN
KERRISDALE ADVISERS, LLC RETIREMENT TRUST 2017 264757417 2018-07-10 KERRISDALE ADVISERS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-11-01
Business code 541600
Sponsor’s telephone number 2127929788
Plan sponsor’s address 1212 AVENUE OF THE AMERICAS, 3RD FLOOR, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2018-07-10
Name of individual signing KATE MCCARREN
KERRISDALE ADVISERS, LLC RETIREMENT TRUST 2016 264757417 2017-07-11 KERRISDALE ADVISERS, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-11-01
Business code 541600
Sponsor’s telephone number 2127929788
Plan sponsor’s address 1212 AVENUE OF THE AMERICAS, 3RD FLOOR, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2017-07-11
Name of individual signing KATE MCCARREN
KERRISDALE ADVISERS, LLC RETIREMENT TRUST 2015 264757417 2016-07-05 KERRISDALE ADVISERS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-11-01
Business code 541600
Sponsor’s telephone number 2127929788
Plan sponsor’s address 1212 AVENUE OF THE AMERICAS, 3RD FLOOR, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2016-07-05
Name of individual signing KATE MCCARREN
KERRISDALE ADVISERS, LLC RETIREMENT TRUST 2014 264757417 2015-06-18 KERRISDALE ADVISERS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-11-01
Business code 541600
Sponsor’s telephone number 2127929788
Plan sponsor’s address 1212 AVENUE OF THE AMERICAS, 3RD FLOOR, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2015-06-18
Name of individual signing KATE MCCARREN
Role Employer/plan sponsor
Date 2015-06-18
Name of individual signing KATE MCCARREN
KERRISDALE ADVISERS, LLC RETIREMENT TRUST 2013 264757417 2014-07-09 KERRISDALE ADVISERS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-11-01
Business code 541600
Sponsor’s telephone number 2127929788
Plan sponsor’s address 1212 AVENUE OF THE AMERICAS, 3RD FLOOR, NEW YORK, NY, 10036

Signature of

Role Plan administrator
Date 2014-07-09
Name of individual signing KATE MCCARREN
Role Employer/plan sponsor
Date 2014-07-09
Name of individual signing KATE MCCARREN

DOS Process Agent

Name Role Address
KERRISDALE ADVISERS, LLC DOS Process Agent 1000 5th Street, Suite 401, Miami Beach, FL, United States, 33139

History

Start date End date Type Value
2012-02-06 2024-02-16 Address 1212 AVENUE OF THE AMERICAS, 3RD FLOOR, NEW YORK, NY, 10036, USA (Type of address: Service of Process)
2011-06-09 2012-02-06 Address 575 MADISON AVENUE, 7TH FLOOR, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2009-04-23 2011-06-09 Address 20 WEST 55TH STREET, 6TH FLOOR, NEW YORK, NY, 10019, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240216002489 2024-02-16 BIENNIAL STATEMENT 2024-02-16
210405062498 2021-04-05 BIENNIAL STATEMENT 2021-04-01
190402060321 2019-04-02 BIENNIAL STATEMENT 2019-04-01
170404006555 2017-04-04 BIENNIAL STATEMENT 2017-04-01
170224006048 2017-02-24 BIENNIAL STATEMENT 2015-04-01
130410006605 2013-04-10 BIENNIAL STATEMENT 2013-04-01
120206000252 2012-02-06 CERTIFICATE OF CHANGE (BY AGENT) 2012-02-06
110609000993 2011-06-09 CERTIFICATE OF CHANGE (BY AGENT) 2011-06-09
110608002451 2011-06-08 BIENNIAL STATEMENT 2011-04-01
100513000068 2010-05-13 CERTIFICATE OF PUBLICATION 2010-05-13

Date of last update: 08 Nov 2024

Sources: New York Secretary of State