THREE LAKES ADVISORS, INC.
HeadquarterDate of last update: 21 Apr 2025. Data updated weekly.
| 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 2026 |
| 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 |
NAICS
523940 Portfolio Management and Investment AdviceThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | THREE LAKES ADVISORS, INC., NEW YORK | 5389430 | NEW YORK |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| JUDY B. KELLY | Officer | 303 OVERLOOK DRIVE, GREENWICH, CT, 06830, United States | - | - | 303 OVERLOOK DRIVE, GREENWICH, CT, 06830, United States |
| 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 |
| 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 | 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 | - | - | 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-0012925140 | 2025-04-14 | - | Annual Report | Annual Report | - |
| BF-0012292268 | 2024-04-17 | - | Annual Report | Annual Report | - |
| BF-0011257504 | 2023-04-11 | - | Annual Report | Annual Report | - |
| BF-0010308965 | 2022-07-01 | - | Annual Report | Annual Report | 2022 |
| 0007353849 | 2021-05-27 | - | Annual Report | Annual Report | 2021 |
| 0006895883 | 2020-04-30 | - | Annual Report | Annual Report | 2020 |
| 0006499065 | 2019-03-27 | - | Annual Report | Annual Report | 2019 |
| 0006227863 | 2018-08-06 | - | Annual Report | Annual Report | 2018 |
| 0005807321 | 2017-04-03 | - | Annual Report | Annual Report | 2017 |
| 0005527198 | 2016-04-01 | - | Annual Report | Annual Report | 2016 |
Sources: Company Profile on Connecticut's Official State Website
* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information