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  5. WETHERBY PARTNERS, LLC

WETHERBY PARTNERS, LLC

Company Details

Entity Name: WETHERBY PARTNERS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 03 Jun 2004
Business ALEI: 0786577
Annual report due: 31 Mar 2025
NAICS code: 813920 - Professional Organizations
Business address: 225 High Ridge Rd, Stamford, CT, 06905, United States
Mailing address: 225 High Ridge Rd, East 210, Stamford, CT, United States, 06905
ZIP code: 06905
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: richard.jacoby@wetherbypartnersllc.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WETHERBY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 201261166 2023-03-29 WETHERBY PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2033511137
Plan sponsor’s address 225 HIGH RIDGE RD EAST 210, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2023-03-29
Name of individual signing RICHARD JACOBY
Valid signature Filed with authorized/valid electronic signature
WETHERBY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 201261166 2022-05-13 WETHERBY PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2033511137
Plan sponsor’s address 225 HIGH RIDGE RD, EAST BUILDING -- SUITE 210, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2022-05-13
Name of individual signing RICHARD JACOBY
Valid signature Filed with authorized/valid electronic signature
WETHERBY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 201261166 2021-05-24 WETHERBY PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2033511137
Plan sponsor’s address 1 ATLANTIC STREET SUITE 702, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2021-05-24
Name of individual signing RICHARD JACOBY
Valid signature Filed with authorized/valid electronic signature
WETHERBY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 201261166 2020-04-30 WETHERBY PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2033511137
Plan sponsor’s address 1 ATLANTIC STREET SUITE 702, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2020-04-30
Name of individual signing RICHARD JACOBY
Valid signature Filed with authorized/valid electronic signature
WETHERBY PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST 2018 201261166 2019-03-15 WETHERBY PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2033511137
Plan sponsor’s address 1 ATLANTIC STREET SUITE 702, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2019-03-15
Name of individual signing RICHARD JACOBY
Valid signature Filed with authorized/valid electronic signature
WETHERBY PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST 2017 201261166 2018-03-30 WETHERBY PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2033511137
Plan sponsor’s address 1 ATLANTIC STREET SUITE 702, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2018-03-30
Name of individual signing RICHARD JACOBY
Valid signature Filed with authorized/valid electronic signature
WETHERBY PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST 2016 201261166 2017-05-12 WETHERBY PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2033511137
Plan sponsor’s address 1 ATLANTIC STREET SUITE 702, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2017-05-12
Name of individual signing RICHARD JACOBY
Valid signature Filed with authorized/valid electronic signature
WETHERBY PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST 2015 201261166 2016-06-17 WETHERBY PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2033511137
Plan sponsor’s address 1 ATLANTIC STREET SUITE 702, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2016-06-17
Name of individual signing RICHARD JACOBY
Valid signature Filed with authorized/valid electronic signature
WETHERBY PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST 2014 201261166 2015-05-20 WETHERBY PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2033511137
Plan sponsor’s address 1 ATLANTIC STREET SUITE 702, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2015-05-20
Name of individual signing RICHARD JACOBY
Valid signature Filed with authorized/valid electronic signature
WETHERBY PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST 2013 201261166 2014-07-29 WETHERBY PARTNERS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523110
Sponsor’s telephone number 2033511137
Plan sponsor’s address 1 ATLANTIC STREET SUITE 702, STAMFORD, CT, 06901

Signature of
Role Plan administrator
Date 2014-07-29
Name of individual signing RICHARD JACOBY
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
RICHARD JACOBY Officer 225 High Ridge Rd, East 210, Stamford, CT, 06905-3000, United States 315 EMERY DR. EAST, STAMFORD, CT, 06902, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
ROBERT S. COOPER Agent C/O ZELDES, NEEDLE & COOPER P.C., 1000 LAFAYETTE BVLD., BRIDGEPORT, CT, 06604, United States C/O ZELDES, NEEDLE & COOPER P.C., 1000 LAFAYETTE BVLD., BRIDGEPORT, CT, 06604, United States +1 203-918-8469 richard.jacoby@wetherbypartnersllc.com 19 AUSTIN DR EXT, EASTON, CT, 06612, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012080902 2024-09-23 No data Annual Report Annual Report No data
BF-0011731765 2024-09-23 No data Annual Report Annual Report No data
BF-0012746578 2024-08-27 No data Administrative Dissolution Notice of Intent to Dissolve/Revoke No data
BF-0010800478 2022-11-18 No data Annual Report Annual Report No data
BF-0009231506 2022-06-29 No data Annual Report Annual Report 2018
BF-0009231509 2022-06-29 No data Annual Report Annual Report 2016
BF-0009231507 2022-06-29 No data Annual Report Annual Report 2017
BF-0009231508 2022-06-29 No data Annual Report Annual Report 2019
BF-0009940987 2022-06-29 No data Annual Report Annual Report No data
BF-0009231505 2022-06-29 No data Annual Report Annual Report 2020

Related by officers

ROBERT S. COOPER

AUTONET, INC. ZELDES, NEEDLE & COOPER, A PROFESSIONAL CORPORATION 1200 BUILDING ASSOCIATES, INC. TAPLEASE, INC. OXFORD SCIENCE, INC. DWORKEN, HILLMAN, LAMORTE & STERCZALA, P.C. RICHARD A. SINGER M.D. P.C. FURNITURE ROW, INC. MILFORD OFFICE INVESTMENTS, INC. MARIPETE CORPORATION

Related by address

225 High Ridge Rd, Stamford, CT, 06905, United States

Childsplay Stamford, LLC

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

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