Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Fairfield
    4. ›
  4. 06905
    5. ›
  5. EAGLE RIDGE INVESTMENT MANAGEMENT, LLC

EAGLE RIDGE INVESTMENT MANAGEMENT, LLC

Company Details

Entity Name: EAGLE RIDGE INVESTMENT MANAGEMENT, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 04 Jun 2008
Business ALEI: 0940114
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: C/O DAVID K. LAIDLAW 4 HIGH RIDGE PARK, STAMFORD, CT, 06905, United States
Mailing address: 4 HIGH RIDGE PARK, STAMFORD, CT, United States, 06905
Mailing jurisdiction address: 251 Little Falls Dr, Wilmington, DE, 19808-1674, United States
ZIP code: 06905
County: Fairfield
Place of Formation: DELAWARE
E-Mail: p.koerner@eagleridgeinvestment.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EAGLE RIDGE INVESTMENT MANAGEMENT 401(K) PSP 2023 262730112 2024-10-04 EAGLE RIDGE INVESTMENT MANAGEMENT, LLC 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2032274515
Plan sponsor’s address 4 HIGH RIDGE PARK, 3RD FLOOR, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2024-10-04
Name of individual signing PETER KOERNER
Valid signature Filed with authorized/valid electronic signature
EAGLE RIDGE INVESTMENT MANAGEMENT 401(K) PSP 2022 262730112 2023-09-25 EAGLE RIDGE INVESTMENT MANAGEMENT, LLC 12
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2032274515
Plan sponsor’s address 4 HIGH RIDGE PARK, 3RD FLOOR, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2023-08-29
Name of individual signing PETER KOERNER
Valid signature Filed with authorized/valid electronic signature
EAGLE RIDGE INVESTMENT MANAGEMENT 401(K) PSP 2021 262730112 2022-07-11 EAGLE RIDGE INVESTMENT MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 2032274515
Plan sponsor’s address 5 HIGH RIDGE PARK, SECOND FLOOR, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2022-07-11
Name of individual signing PETER KOERNER
Valid signature Filed with authorized/valid electronic signature
EAGLE RIDGE INVESTMENT MANAGEMENT 401(K) PSP 2020 262730112 2021-06-28 EAGLE RIDGE INVESTMENT MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 2032274515
Plan sponsor’s address 5 HIGH RIDGE PARK, SECOND FLOOR, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2021-06-28
Name of individual signing DAVID LAIDLAW
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-28
Name of individual signing DAVID LAIDLAW
Valid signature Filed with authorized/valid electronic signature
EAGLE RIDGE INVESTMENT MANAGEMENT 401(K) PSP 2019 262730112 2020-06-24 EAGLE RIDGE INVESTMENT MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 2032274515
Plan sponsor’s address 5 HIGH RIDGE PARK, SECOND FLOOR, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2020-05-15
Name of individual signing DAVID TILLSON
Valid signature Filed with authorized/valid electronic signature
EAGLE RIDGE INVESTMENT MANAGEMENT 401(K) PSP 2018 262730112 2019-06-11 EAGLE RIDGE INVESTMENT MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 2032274515
Plan sponsor’s address 5 HIGH RIDGE PARK, SECOND FLOOR, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2019-06-11
Name of individual signing DAVID TILLSON
Valid signature Filed with authorized/valid electronic signature
EAGLE RIDGE INVESTMENT MANAGEMENT 401(K) PSP 2017 262730112 2018-05-22 EAGLE RIDGE INVESTMENT MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 2032274515
Plan sponsor’s address 5 HIGH RIDGE PARK, SECOND FLOOR, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2018-05-22
Name of individual signing DAVID K. LAIDLAW
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-22
Name of individual signing DAVID K. LAIDLAW
Valid signature Filed with authorized/valid electronic signature
EAGLE RIDGE INVESTMENT MANAGEMENT 401(K) PSP 2016 262730112 2017-05-15 EAGLE RIDGE INVESTMENT MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523110
Sponsor’s telephone number 2032274515
Plan sponsor’s address 5 HIGH RIDGE PARK, SECOND FLOOR, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2017-05-15
Name of individual signing DAVID LAIDLAW
Valid signature Filed with authorized/valid electronic signature
EAGLE RIDGE INVESTMENT MANAGEMENT, LLC 401(K) PLAN 2009 262730112 2010-10-07 EAGLE RIDGE INVESTMENT MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523110
Sponsor’s telephone number 2032274515
Plan sponsor’s address 274 RIVERSIDE AVE., WESTPORT, CT, 06880

Plan administrator’s name and address
Administrator’s EIN 262730112
Plan administrator’s name EAGLE RIDGE INVESTMENT MANAGEMENT, LLC
Plan administrator’s address 274 RIVERSIDE AVE., WESTPORT, CT, 06880
Administrator’s telephone number 2032274515

Signature of
Role Plan administrator
Date 2010-10-07
Name of individual signing DAVID TILLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-07
Name of individual signing DAVID TILLSON
Valid signature Filed with authorized/valid electronic signature
EAGLE RIDGE INVESTMENT MANAGEMENT, LLC CASH BALANCE PLAN 2009 262730112 2010-10-07 EAGLE RIDGE INVESTMENT MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 523110
Sponsor’s telephone number 2032274515
Plan sponsor’s address 274 RIVERSIDE AVENUE, WESTPORT, CT, 06880

Plan administrator’s name and address
Administrator’s EIN 262730112
Plan administrator’s name EAGLE RIDGE INVESTMENT MANAGEMENT, LLC
Plan administrator’s address 274 RIVERSIDE AVENUE, WESTPORT, CT, 06880
Administrator’s telephone number 2032274515

Signature of
Role Plan administrator
Date 2010-10-07
Name of individual signing DAVID TILLSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-07
Name of individual signing DAVID TILLSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Officer

Name Role Business address Residence address
MICHAEL B. OLIVER Officer 4 High Ridge Park, 3rd Floor, Stamford, CT, 06905, United States 9 LEES LANE, WESTPORT, CT, 06880, United States
BENJAMIN CONNARD Officer 4 High Ridge Park, 3rd Floor, Stamford, CT, 06905, United States 47 SHADY LANE, GREENWICH, CT, 06831, United States
DAVID K LAIDLAW Officer 4 High Ridge Park, 3rd Floor, Stamford, CT, 06905, United States 8 Clubhouse Point Road, Groton, CT, 06340, United States
DAVID A. TILLSON Officer 4 HIGH RIDGE PARK, 3rd FLOOR, STAMFORD, CT, 06905, United States 60 Wilton Rd, 3D, Westport, CT, 06880, United States
JOHN J KNOX III Officer 4 High Ridge Park, 3rd Floor, Stamford, CT, 06905, United States 17 FAWN RIDGE DRIVE, BROOKFIELD, CT, 06804, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012304454 2024-03-11 No data Annual Report Annual Report No data
BF-0011290208 2023-02-13 No data Annual Report Annual Report No data
BF-0010251697 2022-03-02 No data Annual Report Annual Report 2022
BF-0010475273 2022-01-14 2022-01-14 Mass Agent Change � Address Agent Address Change No data
0007333843 2021-05-12 No data Annual Report Annual Report 2021
0006943532 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006950703 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006813093 2020-03-04 No data Annual Report Annual Report 2020
0006447210 2019-03-11 No data Annual Report Annual Report 2018
0006447241 2019-03-11 No data Annual Report Annual Report 2019

Related by officers

No related officers

Related by address

251 Little Falls Dr, Wilmington, DE, 19808-1674, United States

SUNNOVA HESTIA I BORROWER, LLC Britt Worldwide, LLC Moonbug Entertainment USA LLC CF RETAIL PROPERTIES VI, LLC Body Contour Centers, LLC MCKESSON TOTAL CARE SOLUTIONS, LLC Dana Kepner Company, LLC AU Investor Aggregator, LLC PATHS MANAGEMENT SERVICES LLC NRE CMCO LLC

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 ctorgs.com, Part of Big Data Integrated