| Name: | INNOVEST PORTFOLIO SOLUTIONS LLC |
| Jurisdiction: | Colorado |
| Legal type: | Domestic limited liability company |
| Status: | Good Standing |
| Date of registration: | 19 Dec 2001 (23 years ago) |
| Entity Number: | 20011240567 |
| ZIP code: | 80237 |
| County: | Denver County |
| Place of Formation: | COLORADO |
| Principal Address: | 7979 E Tufts Ave Ste 1700 Denver CO 80237 US |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | INNOVEST PORTFOLIO SOLUTIONS LLC, FLORIDA | M22000007850 | FLORIDA |
| Headquarter of | INNOVEST PORTFOLIO SOLUTIONS LLC, ILLINOIS | LLC_12289669 | ILLINOIS |
| Unique Entity ID | Expiration Date | Physical Address | Mailing Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| G98MNZ6LMNY5 | 2025-02-12 | 7979 E TUFTS AVE, STE 1700, DENVER, CO, 80237, 2843, USA | 7979 E TUFTS AVE, STE 1700, DENVER, CO, 80237, 2843, USA | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| URL | http://www.innovestinc.com |
| Congressional District | 01 |
| State/Country of Incorporation | CO, USA |
| Activation Date | 2024-02-15 |
| Initial Registration Date | 2012-05-25 |
| Entity Start Date | 1996-07-01 |
| Fiscal Year End Close Date | Dec 31 |
Service Classifications
| NAICS Codes | 813920 |
Points of Contacts
| Electronic Business | |
|---|---|
| Title | PRIMARY POC |
| Name | PAMELA CRUZ |
| Address | 7979 E. TUFTS AVE., STE 1700, DENVER, CO, 80237, USA |
| Title | ALTERNATE POC |
| Name | PAMELA CRUZ |
| Address | 7979 E. TUFTS AVE., STE 1700, DENVER, CO, 80237, 4304, USA |
| Government Business | |
|---|---|
| Title | PRIMARY POC |
| Name | PAMELA CRUZ |
| Address | 7979 E. TUFTS AVE., STE 1700, DENVER, CO, 80237, USA |
| Title | ALTERNATE POC |
| Name | PAMELA CRUZ |
| Address | 7979 E. TUFTS AVE., STE 1700, DENVER, CO, 80237, 4304, USA |
| Past Performance | |
|---|---|
| Title | PRIMARY POC |
| Name | PAMELA CRUZ |
| Address | 7979 E. TUFTS AVE., STE 1700, DENVER, CO, 80237, 4304, USA |
| Title | ALTERNATE POC |
| Name | PAMELA CRUZ |
| Address | 7979 E. TUFTS AVE., STE 1700, DENVER, CO, 80237, 4304, USA |
| Name | Role | Address |
|---|---|---|
| Wendy Hackett Dominguez | Agent | 7979 E Tufts Ave Ste 1700 Denver CO 80237 US |
| Transaction ID | Type | Date | Effective date | Name | Comment |
|---|---|---|---|---|---|
| 20248256977 | File Report | 2024-11-25 | 2024-11-25 | No data | Principal address changed, Change in registered agent information |
| 20241195154 | Register a Trademark | 2024-02-20 | 2024-02-20 | No data | Trademark registered to entity. |
| 20238233344 | File Report | 2023-11-27 | 2023-11-27 | No data | Change in registered agent information |
| 20228001414 | File Report | 2022-10-12 | 2022-10-12 | No data | Principal address changed, Change in registered agent information |
| 20221238496 | File Report | 2022-03-03 | 2022-03-03 | No data | No data |
| 20211075404 | File Report | 2021-01-25 | 2021-01-25 | No data | No data |
| 20198019328 | File Report | 2019-12-19 | 2019-12-19 | No data | No data |
| 20191135331 | File Report | 2019-02-15 | 2019-02-15 | No data | No data |
| 20181110484 | File Report | 2018-02-05 | 2018-02-05 | No data | No data |
| 20171120813 | File Report | 2017-02-14 | 2017-02-14 | No data | No data |
| Contract Type | Award or IDV Flag | PIID | Start Date | Current End Date | Potential End Date | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEFINITIVE CONTRACT | AWARD | 1605C122C0010 | 2022-04-22 | 2025-04-24 | 2027-04-24 | |||||||||||||||||||||||||
|
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| Obligated Amount | 406500.00 |
| Current Award Amount | 406500.00 |
| Potential Award Amount | 557100.00 |
Description
| Title | PRUDENCE EXPERT WITNESS FOR EBSA'S INVESTIGATION - HB&T |
| NAICS Code | 541990: ALL OTHER PROFESSIONAL, SCIENTIFIC, AND TECHNICAL SERVICES |
| Product and Service Codes | R424: SUPPORT- PROFESSIONAL: EXPERT WITNESS |
Recipient Details
| Recipient | INNOVEST PORTFOLIO SOLUTIONS LLC |
| UEI | G98MNZ6LMNY5 |
| Recipient Address | UNITED STATES, 4643 S ULSTER ST STE 1040, DENVER, DENVER, COLORADO, 802374304 |
Date of last update: 13 Jan 2025
Sources: Colorado's Secretary of State
