BLUE ELM ADVISORS, LLC
HeadquarterDate of last update: 21 Apr 2025. Data updated weekly.
| Entity Name: | BLUE ELM ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 07 Sep 2021 |
| Business ALEI: | 2352909 |
| Annual report due: | 31 Mar 2026 |
| Business address: | 63 S White Rock Rd, Holmes, NY, 12531-5405, United States |
| Mailing address: | 2 TRAILING RIDGE ROAD, BROOKFIELD, CT, United States, 06804 |
| Place of Formation: | CONNECTICUT |
| E-Mail: | ericmckean@blueelmadvisors.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 | BLUE ELM ADVISORS, LLC, NEW YORK | 6514597 | NEW YORK |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| ERIC REED MCKEAN | Agent | 63 S White Rock Rd, Holmes, NY, 12531-5405, United States | 2 TRAILING RIDGE ROAD, BROOKFIELD, CT, 06804, United States | +1 203-733-8292 | ericmckean@blueelmadvisors.com | 2 TRAILING RIDGE ROAD, BROOKFIELD, CT, 06804, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| ERIC REED MCKEAN | Officer | 63 S White Rock Rd, Holmes, NY, 12531-5405, United States | +1 203-733-8292 | ericmckean@blueelmadvisors.com | 2 TRAILING RIDGE ROAD, BROOKFIELD, CT, 06804, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0013171960 | 2025-01-02 | - | Annual Report | Annual Report | - |
| BF-0012234371 | 2024-01-12 | - | Annual Report | Annual Report | - |
| BF-0011127659 | 2023-01-04 | - | Annual Report | Annual Report | - |
| BF-0010395116 | 2022-01-27 | - | Annual Report | Annual Report | 2022 |
| BF-0010122140 | 2021-09-07 | - | Business Formation | Certificate of Organization | - |
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.
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