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  5. ST. JAMES INVESTMENT ADVISORS, LLC

ST. JAMES INVESTMENT ADVISORS, LLC

Company Details

Name: ST. JAMES INVESTMENT ADVISORS, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 04 May 2016 (9 years ago)
Entity Number: 4941107
ZIP code: 11777
County: Suffolk
Place of Formation: Delaware
Address: 646-10 MAIN STREET, PORT JEFFERSON, NY, United States, 11777

Central Index Key

CIK number Mailing Address Business Address Phone
1901055 414 MAIN STREET, SUITE 205, PORT JEFFERSON, NY, 11777 414 MAIN STREET, SUITE 205, PORT JEFFERSON, NY, 11777 (631) 979-6520

Filings since 2023-02-08
Form type 13F-HR
File number 028-21595
Filing date 2023-02-08
Reporting date 2022-12-31
File View File

Filings since 2022-11-02
Form type 13F-HR
File number 028-21595
Filing date 2022-11-02
Reporting date 2022-09-30
File View File

Filings since 2022-08-15
Form type 13F-HR
File number 028-21595
Filing date 2022-08-15
Reporting date 2022-06-30
File View File

Filings since 2022-05-06
Form type 13F-HR
File number 028-21595
Filing date 2022-05-06
Reporting date 2022-03-31
File View File

Filings since 2022-02-04
Form type 13F-HR
File number 028-21595
Filing date 2022-02-04
Reporting date 2021-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ST. JAMES INVESTMENT ADVISORS 401(K) PLAN 2023 812363352 2024-06-10 ST. JAMES INVESTMENT ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6319796520
Plan sponsor’s address 414 MAIN STREET SUITE 205, PORT JEFFERSON, NY, 11777

Signature of
Role Plan administrator
Date 2024-06-10
Name of individual signing BRIAN MARK
Role Employer/plan sponsor
Date 2024-06-10
Name of individual signing BRIAN MARK
ST. JAMES INVESTMENT ADVISORS 401(K) PLAN 2022 812363352 2023-05-08 ST. JAMES INVESTMENT ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6319796520
Plan sponsor’s address 414 MAIN STREET SUITE 205, PORT JEFFERSON, NY, 11777

Signature of
Role Plan administrator
Date 2023-05-08
Name of individual signing BRIAN MARK
Role Employer/plan sponsor
Date 2023-05-08
Name of individual signing BRIAN MARK
ST. JAMES INVESTMENT ADVISORS 401(K) PLAN 2021 812363352 2022-06-17 ST. JAMES INVESTMENT ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6319796520
Plan sponsor’s address 414 MAIN STREET SUITE 205, PORT JEFFERSON, NY, 11777

Signature of
Role Plan administrator
Date 2022-06-17
Name of individual signing BRIAN MARK
Role Employer/plan sponsor
Date 2022-06-17
Name of individual signing BRIAN MARK
ST. JAMES INVESTMENT ADVISORS 401(K) PLAN 2020 812363352 2021-08-10 ST. JAMES INVESTMENT ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6319796510
Plan sponsor’s address 414 MAIN STREET SUITE 205, PORT JEFFERSON, NY, 11777

Signature of
Role Plan administrator
Date 2021-08-10
Name of individual signing BRIAN MARK
Role Employer/plan sponsor
Date 2021-08-10
Name of individual signing BRIAN MARK
ST. JAMES INVESTMENT ADVISORS 401(K) PLAN 2019 812363352 2020-07-07 ST. JAMES INVESTMENT ADVISORS 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6319796520
Plan sponsor’s address 646-10 MAIN ST., PORT JEFFERSON, NY, 11777

Signature of
Role Plan administrator
Date 2020-07-07
Name of individual signing BRIAN C. MARK
ST. JAMES INVESTMENT ADVISORS 401(K) PLAN 2018 812363352 2019-10-01 ST. JAMES INVESTMENT ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6319796520
Plan sponsor’s address 646-10 MAIN ST., PORT JEFFERSON, NY, 11777

Signature of
Role Plan administrator
Date 2019-10-01
Name of individual signing BRIAN C. MARK
ST. JAMES INVESTMENT ADVISORS 401(K) PLAN 2017 812363352 2018-03-02 ST. JAMES INVESTMENT ADVISORS 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 6319796520
Plan sponsor’s address 646-10 MAIN ST., PORT JEFFERSON, NY, 11777

Signature of
Role Plan administrator
Date 2018-03-02
Name of individual signing BRIAN C. MARK
Role Employer/plan sponsor
Date 2018-03-02
Name of individual signing BRIAN C. MARK

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 646-10 MAIN STREET, PORT JEFFERSON, NY, United States, 11777

Filings

Filing Number Date Filed Type Effective Date
160706000652 2016-07-06 CERTIFICATE OF PUBLICATION 2016-07-06
160504000463 2016-05-04 APPLICATION OF AUTHORITY 2016-05-04

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Date of last update: 23 Nov 2024

Sources: New York Secretary of State

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