| Entity Name: | THREE LAKES ADVISORS, INC. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 12 Apr 1996 |
| Business ALEI: | 0534571 |
| Annual report due: | 12 Apr 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 303 OVERLOOK DR, GREENWICH, CT, 06830, United States |
| Mailing address: | 303 OVERLOOK DR, GREENWICH, CT, United States, 06830 |
| ZIP code: | 06830 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| Total authorized shares: | 20000 |
| E-Mail: | sbryant@bryantlawgroup.com |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | THREE LAKES ADVISORS, INC., NEW YORK | 5389430 | NEW YORK |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| DAVID A. KELLY | Agent | 303 Overlook Dr, Greenwich, CT, 06830-6716, United States | 303 Overlook Dr, Greenwich, CT, 06830-6716, United States | +1 203-869-4046 | thrlakeadv@aol.com | 8 CONGRESS DR, AMSTON, CT, 06231, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| DAVID A. KELLY | Officer | 303 OVERLOOK DR, GREENWICH, CT, 06830, United States | +1 203-869-4046 | thrlakeadv@aol.com | 8 CONGRESS DR, AMSTON, CT, 06231, United States |
| JUDY B. KELLY | Officer | 303 OVERLOOK DRIVE, GREENWICH, CT, 06830, United States | No data | No data | 303 OVERLOOK DRIVE, GREENWICH, CT, 06830, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| DAVID A. KELLY | Director | 303 OVERLOOK DR, GREENWICH, CT, 06830, United States | +1 203-869-4046 | thrlakeadv@aol.com | 8 CONGRESS DR, AMSTON, CT, 06231, United States |
| JUDY B. KELLY | Director | 303 OVERLOOK DRIVE, GREENWICH, CT, 06830, United States | No data | No data | 303 OVERLOOK DRIVE, GREENWICH, CT, 06830, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | CONNECTICUT THREE LAKES INVESTORS, INC. | THREE LAKES ADVISORS, INC. | 1996-05-01 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012292268 | 2024-04-17 | No data | Annual Report | Annual Report | No data |
| BF-0011257504 | 2023-04-11 | No data | Annual Report | Annual Report | No data |
| BF-0010308965 | 2022-07-01 | No data | Annual Report | Annual Report | 2022 |
| 0007353849 | 2021-05-27 | No data | Annual Report | Annual Report | 2021 |
| 0006895883 | 2020-04-30 | No data | Annual Report | Annual Report | 2020 |
| 0006499065 | 2019-03-27 | No data | Annual Report | Annual Report | 2019 |
| 0006227863 | 2018-08-06 | No data | Annual Report | Annual Report | 2018 |
| 0005807321 | 2017-04-03 | No data | Annual Report | Annual Report | 2017 |
| 0005527198 | 2016-04-01 | No data | Annual Report | Annual Report | 2016 |
| 0005310408 | 2015-04-07 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
