CBA Mgmt. Co., LLC
Date of last update: 21 Apr 2025. Data updated weekly.
| Entity Name: | CBA Mgmt. Co., LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 24 Nov 2009 |
| Business ALEI: | 0989095 |
| Annual report due: | 31 Mar 2026 |
| Business address: | 54 WILTON ROAD, WESTPORT, CT, 06880, United States |
| Mailing address: | 54 WILTON ROAD, WESTPORT, CT, United States, 06880 |
| ZIP code: | 06880 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | kforcier@coastalbridgeadvisors.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
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| WILLIAM P. LOFTUS | Officer | 54 WILTON ROAD, WESTPORT, CT, 06880, United States | - | - | 155 Compo Road South, WESTPORT, CT, 06880, United States |
| JEFFREY M. FUHRMAN | Officer | 54 WILTON ROAD, WESTPORT, CT, 06880, United States | - | - | 202 Laural Road, New Canaan, CT, 06840, United States |
| JAMES PRATT-HEANEY | Officer | 54 WILTON ROAD, WESTPORT, CT, 06880, United States | +1 203-247-4881 | kforcier@coastalbridgeadvisors.com | 7 CHRISTINA LANE, WESTON, CT, 06883, United States |
| KEVIN BURNS | Officer | 54 WILTON ROAD, WESTPORT, CT, 06880, United States | - | - | 5 Wallace Avenue, Norwalk, CT, 06855, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| JAMES PRATT-HEANEY | Agent | 54 WILTON ROAD, WESTPORT, CT, 06880, United States | 54 WILTON ROAD, WESTPORT, CT, 06880, United States | +1 203-247-4881 | kforcier@coastalbridgeadvisors.com | 7 CHRISTINA LANE, WESTON, CT, 06883, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | PARTNER WEALTH MANAGEMENT LLC | CBA Mgmt. Co., LLC | 2025-01-01 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0013002548 | 2025-03-14 | - | Annual Report | Annual Report | - |
| BF-0013256619 | 2024-12-20 | 2025-01-01 | Merger | Certificate of Merger | - |
| BF-0012191988 | 2024-02-15 | - | Annual Report | Annual Report | - |
| BF-0011181189 | 2023-01-25 | - | Annual Report | Annual Report | - |
| BF-0010255927 | 2022-03-01 | - | Annual Report | Annual Report | 2022 |
| 0007100058 | 2021-02-01 | - | Annual Report | Annual Report | 2021 |
| 0006783311 | 2020-02-25 | - | Annual Report | Annual Report | 2019 |
| 0006783431 | 2020-02-25 | - | Annual Report | Annual Report | 2020 |
| 0006367693 | 2019-02-06 | - | Annual Report | Annual Report | 2018 |
| 0006202710 | 2018-06-19 | - | Annual Report | Annual Report | 2016 |
This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.
| Subsequent Filing No | Status | Type | Filing Date | Lapse Date | Filing Type | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0005270463 | Active | OFS | 2025-02-22 | 2030-02-22 | ORIG FIN STMT | |||||||||||||
|
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| Name | CBA Mgmt. Co., LLC |
| Role | Debtor |
| Name | THE MILFORD BANK |
| Role | Secured Party |
Parties
| Name | CBA Mgmt. Co., LLC |
| Role | Debtor |
| Name | THE MILFORD BANK |
| Role | Secured Party |
Parties
| Name | CBA Mgmt. Co., LLC |
| Role | Debtor |
| Name | THE MILFORD BANK |
| Role | Secured Party |
This table provides a quick overview of court view cases, including key information like the Title, filing date, current status, and a link of each case.
| Docket Number | Title | Date | Case Type | Status | Open |
|---|---|---|---|---|---|
| AC 41633 | WILLIAM A. LOMAS v. PARTNER WEALTH MANAGEMENT, LLC ET AL. | 2018-05-11 | Appeal Case | Disposed | View Case |
| FST-CV15-5014808-S | LOMAS,WILLIAM.A v. PARTNER WEALTH MANAGEMENT,LLC Et Al | 2015-06-29 | C90 - Contracts - All other | - | View Case |
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