Entity Name: | FOUNDERS CAPITAL MANAGEMENT, LLC |
Jurisdiction: | Connecticut |
Legal type: | LLC |
Citizenship: | Domestic |
Status: | Active |
Sub status: | Annual report due |
Date Formed: | 01 Nov 2001 |
Business ALEI: | 0693465 |
Annual report due: | 31 Mar 2025 |
NAICS code: | 523940 - Portfolio Management and Investment Advice |
Business address: | 111 FOUNDERS PLAZA STE 1500, EAST HARTFORD, CT, 06108, United States |
Mailing address: | 111 FOUNDERS PLAZA STE 1500, EAST HARTFORD, CT, United States, 06108 |
ZIP code: | 06108 |
County: | Hartford |
Place of Formation: | CONNECTICUT |
E-Mail: | lisaw@foundcapital.com |
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1585828 | 111 FOUNDERS PLAZA, SUITE 1500, EAST HARTFORD, CT, 06108 | 111 FOUNDERS PLAZA, SUITE 1500, EAST HARTFORD, CT, 06108 | 8603080061 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2024-10-15 |
Reporting date | 2024-09-30 |
File | View File |
Filings since 2024-08-01
Form type | N-PX |
File number | 028-15673 |
Filing date | 2024-08-01 |
Reporting date | 2024-06-30 |
File | View File |
Filings since 2024-07-17
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2024-07-17 |
Reporting date | 2024-06-30 |
File | View File |
Filings since 2024-04-22
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2024-04-22 |
Reporting date | 2024-03-31 |
File | View File |
Filings since 2024-01-23
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2024-01-23 |
Reporting date | 2023-12-31 |
File | View File |
Filings since 2023-10-24
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2023-10-24 |
Reporting date | 2023-09-30 |
File | View File |
Filings since 2023-07-26
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2023-07-26 |
Reporting date | 2023-06-30 |
File | View File |
Filings since 2023-04-18
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2023-04-18 |
Reporting date | 2023-03-31 |
File | View File |
Filings since 2023-01-20
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2023-01-20 |
Reporting date | 2022-12-31 |
File | View File |
Filings since 2022-10-21
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2022-10-21 |
Reporting date | 2022-09-30 |
File | View File |
Filings since 2022-07-25
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2022-07-25 |
Reporting date | 2022-06-30 |
File | View File |
Filings since 2022-05-03
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2022-05-03 |
Reporting date | 2022-03-31 |
File | View File |
Filings since 2022-02-16
Form type | 13F-HR/A |
File number | 028-15673 |
Filing date | 2022-02-16 |
Reporting date | 2021-12-31 |
File | View File |
Filings since 2022-01-27
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2022-01-27 |
Reporting date | 2021-12-31 |
File | View File |
Filings since 2021-10-21
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2021-10-21 |
Reporting date | 2021-09-30 |
File | View File |
Filings since 2021-07-15
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2021-07-15 |
Reporting date | 2021-06-30 |
File | View File |
Filings since 2021-04-12
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2021-04-12 |
Reporting date | 2021-03-31 |
File | View File |
Filings since 2021-01-15
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2021-01-15 |
Reporting date | 2020-12-31 |
File | View File |
Filings since 2020-10-19
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2020-10-19 |
Reporting date | 2020-09-30 |
File | View File |
Filings since 2020-07-08
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2020-07-08 |
Reporting date | 2020-06-30 |
File | View File |
Filings since 2020-04-20
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2020-04-20 |
Reporting date | 2020-03-31 |
File | View File |
Filings since 2020-01-08
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2020-01-08 |
Reporting date | 2019-12-31 |
File | View File |
Filings since 2019-10-09
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2019-10-09 |
Reporting date | 2019-09-30 |
File | View File |
Filings since 2019-07-11
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2019-07-11 |
Reporting date | 2019-06-30 |
File | View File |
Filings since 2019-04-16
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2019-04-16 |
Reporting date | 2019-03-31 |
File | View File |
Filings since 2019-01-18
Form type | 13F-HR/A |
File number | 028-15673 |
Filing date | 2019-01-18 |
Reporting date | 2018-12-31 |
File | View File |
Filings since 2019-01-15
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2019-01-15 |
Reporting date | 2018-12-31 |
File | View File |
Filings since 2018-10-11
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2018-10-11 |
Reporting date | 2018-09-30 |
File | View File |
Filings since 2018-07-09
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2018-07-09 |
Reporting date | 2018-06-30 |
File | View File |
Filings since 2018-04-04
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2018-04-04 |
Reporting date | 2018-03-31 |
File | View File |
Filings since 2018-01-11
Form type | 13F-HR/A |
File number | 028-15673 |
Filing date | 2018-01-11 |
Reporting date | 2017-12-31 |
File | View File |
Filings since 2018-01-10
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2018-01-10 |
Reporting date | 2017-12-31 |
File | View File |
Filings since 2017-10-24
Form type | 13F-HR/A |
File number | 028-15673 |
Filing date | 2017-10-24 |
Reporting date | 2017-09-30 |
File | View File |
Filings since 2017-10-16
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2017-10-16 |
Reporting date | 2017-09-30 |
File | View File |
Filings since 2017-07-20
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2017-07-20 |
Reporting date | 2017-06-30 |
File | View File |
Filings since 2017-04-25
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2017-04-25 |
Reporting date | 2017-03-31 |
File | View File |
Filings since 2017-01-17
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2017-01-17 |
Reporting date | 2016-12-31 |
File | View File |
Filings since 2016-10-11
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2016-10-11 |
Reporting date | 2016-09-30 |
File | View File |
Filings since 2016-07-14
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2016-07-14 |
Reporting date | 2016-06-30 |
File | View File |
Filings since 2016-04-05
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2016-04-05 |
Reporting date | 2016-03-31 |
File | View File |
Filings since 2016-01-08
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2016-01-08 |
Reporting date | 2015-12-31 |
File | View File |
Filings since 2015-10-09
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2015-10-09 |
Reporting date | 2015-09-30 |
File | View File |
Filings since 2015-07-20
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2015-07-20 |
Reporting date | 2015-06-30 |
File | View File |
Filings since 2015-04-13
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2015-04-13 |
Reporting date | 2015-03-31 |
File | View File |
Filings since 2015-01-07
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2015-01-07 |
Reporting date | 2014-12-31 |
File | View File |
Filings since 2014-10-08
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2014-10-08 |
Reporting date | 2014-09-30 |
File | View File |
Filings since 2014-07-16
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2014-07-16 |
Reporting date | 2014-06-30 |
File | View File |
Filings since 2014-04-15
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2014-04-15 |
Reporting date | 2014-03-31 |
File | View File |
Filings since 2014-01-08
Form type | 13F-HR |
File number | 028-15673 |
Filing date | 2014-01-08 |
Reporting date | 2013-12-31 |
File | View File |
Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
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FOUNDERS CAPITAL MANAGEMENT, LLC 401(K) PLAN | 2023 | 061635229 | 2024-05-22 | FOUNDERS CAPITAL MANAGEMENT, LLC | 5 | |||||||||||||
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FOUNDERS CAPITAL MANAGEMENT, LLC 401(K) PLAN | 2022 | 061635229 | 2023-04-04 | FOUNDERS CAPITAL MANAGEMENT, LLC | 5 | |||||||||||||
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FOUNDERS CAPITAL MANAGEMENT, LLC 401(K) PLAN | 2021 | 061635229 | 2022-08-10 | FOUNDERS CAPITAL MANAGEMENT, LLC | 5 | |||||||||||||
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FOUNDERS CAPITAL MANAGEMENT, LLC 401(K) PLAN | 2020 | 061635229 | 2021-07-28 | FOUNDERS CAPITAL MANAGEMENT, LLC | 5 | |||||||||||||
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FOUNDERS CAPITAL MANAGEMENT, LLC 401(K) PLAN | 2019 | 061635229 | 2020-09-22 | FOUNDERS CAPITAL MANAGEMENT, LLC | 4 | |||||||||||||
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FOUNDERS CAPITAL MANAGEMENT, LLC 401(K) PLAN | 2018 | 061635229 | 2019-09-19 | FOUNDERS CAPITAL MANAGEMENT, LLC | 3 | |||||||||||||
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FOUNDERS CAPITAL MANAGEMENT, LLC 401(K) PLAN | 2017 | 061635229 | 2018-09-28 | FOUNDERS CAPITAL MANAGEMENT, LLC | 3 | |||||||||||||
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Name | Role | Business address | Phone | Residence address | |
---|---|---|---|---|---|
PATRICK TERRION | Officer | 111 FOUNDERS PLAZA, SUITE 1500, EAST HARTFORD, CT, 06108, United States | +1 860-558-4383 | lisaw@foundcapital.com | 171 BLOOMFIELD AVE., WEST HARTFORD, CT, 06105, United States |
HOWARD CASE | Officer | 111 FOUNDERS PLAZA, SUITE 1500, EAST HARTFORD, CT, 06108, United States | No data | No data | 243 CANDLELIGHT DRIVE, GLASTONBURY, CT, 06033, United States |
Name | Role | Business address | Mailing address | Phone | Residence address | |
---|---|---|---|---|---|---|
PATRICK TERRION | Agent | 111 FOUNDERS PLAZA STE 1500, EAST HARTFORD, CT, 06108, United States | 111 FOUNDERS PLAZA STE 1500, EAST HARTFORD, CT, 06108, United States | +1 860-558-4383 | lisaw@foundcapital.com | 171 BLOOMFIELD AVE., WEST HARTFORD, CT, 06105, United States |
Type | Old value | New value | Date of change |
---|---|---|---|
Name change | FOUNDERS INVESTMENT ADVISORS, LLC | FOUNDERS CAPITAL MANAGEMENT, LLC | 2003-12-09 |
Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
---|---|---|---|---|---|
BF-0012143071 | 2024-01-18 | No data | Annual Report | Annual Report | No data |
BF-0011400322 | 2023-01-24 | No data | Annual Report | Annual Report | No data |
BF-0010353895 | 2022-03-04 | No data | Annual Report | Annual Report | 2022 |
0007330379 | 2021-05-11 | No data | Annual Report | Annual Report | 2021 |
0007122184 | 2021-02-04 | No data | Annual Report | Annual Report | 2020 |
0006375480 | 2019-02-11 | No data | Annual Report | Annual Report | 2019 |
0006198195 | 2018-06-11 | 2018-06-11 | Interim Notice | Interim Notice | No data |
0006198194 | 2018-06-11 | 2018-06-11 | Change of Agent | Agent Change | No data |
0006032769 | 2018-01-25 | No data | Annual Report | Annual Report | 2018 |
0006018218 | 2018-01-19 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 13 Jan 2025
Sources: Connecticut's Official State Website