| Name: | Portal Asset Management, LLC |
| Jurisdiction: | Colorado |
| Legal type: | Domestic limited liability company |
| Status: | Good Standing |
| Date of registration: | 27 Oct 2008 (16 years ago) |
| Entity Number: | 20081566755 |
| ZIP code: | 81611 |
| County: | Pitkin County |
| Place of Formation: | COLORADO |
| Principal Address: | 135 W Main St Ste M Aspen CO 81611 US |
| Mailing Address: | 750 Lexington Ave Fl 9 New York NY 10022 US |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | Portal Asset Management, LLC, NEW YORK | 5965168 | NEW YORK |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PORTAL ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | 2019 | 263618955 | 2020-07-01 | PORTAL ASSET MANAGEMENT | 30 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2020-07-01 |
| Name of individual signing | JENNIE LAWHEAD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-07-01 |
| Name of individual signing | JENNIE LAWHEAD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-01-01 |
| Business code | 531130 |
| Sponsor’s telephone number | 9709207388 |
| Plan sponsor’s address | 135 MAIN ST STE M, ASPEN, CO, 81611 |
Signature of
| Role | Plan administrator |
| Date | 2019-07-16 |
| Name of individual signing | JENNIE LAWHEAD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-01-01 |
| Business code | 531130 |
| Sponsor’s telephone number | 9709207388 |
| Plan sponsor’s address | 135 MAIN ST STE M, ASPEN, CO, 81611 |
Signature of
| Role | Plan administrator |
| Date | 2018-07-17 |
| Name of individual signing | JENNIE LAWHEAD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-01-01 |
| Business code | 531130 |
| Sponsor’s telephone number | 9709207388 |
| Plan sponsor’s address | 135 MAIN ST STE M, ASPEN, CO, 81611 |
Signature of
| Role | Plan administrator |
| Date | 2017-07-25 |
| Name of individual signing | JENNIE LAWHEAD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-01-01 |
| Business code | 531130 |
| Sponsor’s telephone number | 9709207388 |
| Plan sponsor’s address | 135 MAIN ST STE M, ASPEN, CO, 81611 |
Signature of
| Role | Plan administrator |
| Date | 2016-07-06 |
| Name of individual signing | JENNIE LAWHEAD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-01-01 |
| Business code | 531130 |
| Sponsor’s telephone number | 9709207388 |
| Plan sponsor’s address | 135 MAIN ST STE M, ASPEN, CO, 81611 |
Signature of
| Role | Plan administrator |
| Date | 2015-06-23 |
| Name of individual signing | JENNIE LAWHEAD |
| Valid signature | Filed with authorized/valid electronic signature |
| Transaction ID | Type | Date | Effective date | Name | Comment |
|---|---|---|---|---|---|
| 20241296353 | File Report | 2024-03-13 | 2024-03-13 | No data | Principal address changed, Change in registered agent information |
| 20231159116 | File Report | 2023-02-08 | 2023-02-08 | No data | Principal address changed, Change in registered agent information |
| 20221183601 | File Report | 2022-02-23 | 2022-02-23 | No data | No data |
| 20211532286 | File Report | 2021-06-04 | 2021-06-04 | No data | No data |
| 20201213368 | Statement Curing Delinquency | 2020-03-03 | 2020-03-03 | No data | No data |
| 20191048013 | File Report | 2019-01-18 | 2019-01-18 | No data | No data |
| 20171931691 | File Report | 2017-12-18 | 2017-12-18 | No data | No data |
| 20161868307 | File Report | 2016-12-26 | 2016-12-26 | No data | No data |
| 20161624493 | Statement of Change Changing the Registered Agent Information | 2016-09-16 | 2016-09-16 | No data | Registered agent address changed; Document lists all affected entities. |
| 20161005252 | File Report | 2016-01-04 | 2016-01-04 | No data | No data |
Date of last update: 27 Jan 2025
Sources: Colorado's Secretary of State
