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EF Smith Management LLC

Date of last update: 21 Apr 2025. Data updated weekly.

Company Details

Entity Name: EF Smith Management LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report past due
Date Formed: 07 Jan 2022
Business ALEI: 2418053
Annual report due: 31 Mar 2025
Business address: 101 Aspetuck Ave, New Milford, CT, 06776-2825, United States
Mailing address: 101 Aspetuck Ave, New Milford, CT, United States, 06776-2825
ZIP code: 06776
County: Litchfield
Place of Formation: CONNECTICUT
E-Mail: efs345@gmail.com

Industry & Business Activity

NAICS

523940 Portfolio Management and Investment Advice

This 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

Officer

Name Role Business address Phone E-Mail Residence address
Edward Smith Officer 101 Aspetuck Avenue, New Milford, CT, 06776, United States +1 203-524-4589 efs345@gmail.com 40 High Street, Bristol, CT, 06010, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Edward Smith Agent 101 Aspetuck Ave, New Milford, CT, 06776-2825, United States 101 Aspetuck Avenue, New Milford, CT, 06776, United States +1 203-524-4589 efs345@gmail.com 40 High Street, Bristol, CT, 06010, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012106263 2024-02-08 - Annual Report Annual Report -
BF-0011135849 2023-03-31 - Annual Report Annual Report -
BF-0010417856 2022-01-07 - Business Formation Certificate of Organization -
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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