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  5. BURR CAPITAL ADVISORS, LLC

BURR CAPITAL ADVISORS, LLC

Company Details

Entity Name: BURR CAPITAL ADVISORS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 10 May 1995
Business ALEI: 0513888
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 10 NORTH MAIN STREET STE. 213, WEST HARTFORD, CT, 06107, United States
Mailing address: 10 NORTH MAIN STREET STE. 213, WEST HARTFORD, CT, United States, 06107
ZIP code: 06107
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: wburr@burrcapital.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BURR CAPITAL ADVISORS, LLC 401(K) PLAN 2021 061425797 2022-04-18 BURR CAPITAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606786260
Plan sponsor’s address 10 NORTH MAIN STREET, SUITE 213, WEST HARTFORD, CT, 06107
BURR CAPITAL ADVISORS, LLC 401(K) PLAN 2021 061425797 2022-05-19 BURR CAPITAL ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606786260
Plan sponsor’s address 10 NORTH MAIN STREET, SUITE 213, WEST HARTFORD, CT, 06107
BURR CAPITAL ADVISORS, LLC 401(K) PLAN 2020 061425797 2021-04-12 BURR CAPITAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606786260
Plan sponsor’s address 10 NORTH MAIN STREET, SUITE 213, WEST HARTFORD, CT, 06107
BURR CAPITAL ADVISORS, LLC 401(K) PLAN 2019 061425797 2020-04-24 BURR CAPITAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606786260
Plan sponsor’s address 10 NORTH MAIN STREET, SUITE 213, WEST HARTFORD, CT, 06107
VALERIE E. THOMAS & ASSOCIATES, LLC 401(K) PLAN 2018 061425797 2019-06-06 VALERIE E. THOMAS & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606786260
Plan sponsor’s address 10 NORTH MAIN STREET, SUITE 213, WEST HARTFORD, CT, 06107
VALERIE E. THOMAS & ASSOCIATES, LLC 401(K) PLAN 2017 061425797 2018-07-26 VALERIE E. THOMAS & ASSOCIATES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606786260
Plan sponsor’s address 10 NORTH MAIN STREET, SUITE 213, WEST HARTFORD, CT, 06107
VALERIE E. THOMAS & ASSOCIATES, LLC 401(K) PLAN 2016 061425797 2017-03-06 VALERIE E. THOMAS & ASSOCIATES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606786260
Plan sponsor’s address 10 NORTH MAIN STREET, SUITE 213, WEST HARTFORD, CT, 06107
VALERIE E. THOMAS & ASSOCIATES, LLC 401(K) PLAN 2015 061425797 2016-03-16 VALERIE E. THOMAS & ASSOCIATES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606786260
Plan sponsor’s address 10 NORTH MAIN STREET, SUITE 213, WEST HARTFORD, CT, 06107
VALERIE E. THOMAS & ASSOCIATES, LLC 401(K) PLAN 2014 061425797 2015-04-30 VALERIE E. THOMAS & ASSOCIATES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606786260
Plan sponsor’s address 10 NORTH MAIN STREET, SUITE 213, WEST HARTFORD, CT, 06107
VALERIE E. THOMAS & ASSOCIATES, LLC 401(K) PLAN 2013 061425797 2014-07-07 VALERIE E. THOMAS & ASSOCIATES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 8606786260
Plan sponsor’s address 76 BATTERSON PARK ROAD, FARMINGTON, CT, 060322587

Officer

Name Role Business address Phone E-Mail Residence address
WHITNEY BURR Officer 10 NORTH MAIN ST., Suite 213, 83 MAIN ST, West Hartford, CT, 06107, United States +1 860-922-3428 wburr@burrcapital.com CT, 83 MAIN ST, IVORYTON, CT, 06442, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
WHITNEY BURR Agent 10 NORTH MAIN ST., SUITE 213, WEST HARTFORD, CT, 06107, United States 10 NORTH MAIN ST., SUITE 213, WEST HARTFORD, CT, 06107, United States +1 860-922-3428 wburr@burrcapital.com CT, 83 MAIN ST, IVORYTON, CT, 06442, United States

History

Type Old value New value Date of change
Name change VALERIE E. THOMAS & ASSOCIATES, LLC BURR CAPITAL ADVISORS, LLC 2019-05-22
Name change VALERIE E. THOMAS, CLU, CHARTERED FINANCIAL CONSULTANT & ASSOCIATES, LLC VALERIE E. THOMAS & ASSOCIATES, LLC 2004-05-14

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012359637 2024-01-24 No data Annual Report Annual Report No data
BF-0011254989 2023-02-09 No data Annual Report Annual Report No data
BF-0010289213 2022-03-24 No data Annual Report Annual Report 2022
0007136577 2021-02-09 No data Annual Report Annual Report 2021
0006871760 2020-04-02 No data Annual Report Annual Report 2018
0006871751 2020-04-02 No data Annual Report Annual Report 2017
0006871763 2020-04-02 No data Annual Report Annual Report 2019
0006871765 2020-04-02 No data Annual Report Annual Report 2020
0006871724 2020-04-02 No data Annual Report Annual Report 2015
0006871737 2020-04-02 No data Annual Report Annual Report 2016

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

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