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Roberts Capital Advisors, LLC

Company Details

Name: Roberts Capital Advisors, LLC
Jurisdiction: Colorado
Legal type: Foreign limited liability company
Status: Good Standing
Date of registration: 09 Dec 2021 (3 years ago)
Entity Number: 20218159426
ZIP code: 80210
County: Denver County
Place of Formation: DELAWARE
Principal Address: 1445 S Pearl Street 2nd Floor Denver CO 80210 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROBERTS CAPITAL ADVISORS LLC DEFINED BENEFIT PLAN 2023 462523926 2024-04-02 ROBERTS CAPITAL ADVISORS LLC 2
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Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2127314153
Plan sponsor’s address 700 17TH STREET, SUITE 1700, DENVER, CO, 80202
ROBERTS CAPITAL ADVISORS LLC 401(K) SAVINGS PLAN 2023 462523926 2024-04-02 ROBERTS CAPITAL ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2127314153
Plan sponsor’s address 700 17TH STREET, SUITE 1700, DENVER, CO, 80202
ROBERTS CAPITAL ADVISORS LLC 401(K) SAVINGS PLAN 2022 462523926 2023-07-21 ROBERTS CAPITAL ADVISORS LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2127314153
Plan sponsor’s address 700 17TH STREET, SUITE 1700, DENVER, CO, 80202
ROBERTS CAPITAL ADVISORS LLC DEFINED BENEFIT PLAN 2022 462523926 2023-07-21 ROBERTS CAPITAL ADVISORS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2127314153
Plan sponsor’s address 700 17TH STREET, SUITE 1700, DENVER, CO, 80202

Agent

Name Role Address
Michael Roberts Agent 1445 S Pearl Street 2nd Floor Denver CO 80210 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248233110 File Report 2024-11-23 2024-11-23 No data Principal address changed, Change in registered agent information
20241226357 File Report 2024-02-24 2024-02-24 No data No data
20231246818 File Report 2023-03-01 2023-03-01 No data Change in registered agent information
20218159426 Apply for Foreign Entity Authority To transact business in Colorado 2021-12-09 2021-12-09 Roberts Capital Advisors, LLC No data

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State