Clareo Partners LLC

Registered In: California
Incorporation Date: 05/19/2015
Registration Type: Foreign
Foreign Jurisdiction: Illinois
Company Type: Limited Liability Company - Out of State
Status: Active
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Peter J Bryant Individual Agent	2 O'HILL RDG, LAGUNA NIGUEL, CA 92677
Allan L Platt CEO	3102 BEDMINISTER RD # 109, WESTMINISTER, PA 18910-0109 (View Past Addresses)
Allan L Platt Manager	3102 BEDMINISTER RD # 109, WESTMINISTER, PA 18910-0109 (View Past Addresses)
Robert C Wolcott Manager	708 LINCOLN ST, EVANSTON, IL 60201
Paul R Donnellan Manager	1916 N MOHAWK ST, CHICAGO, IL 60614
Scott D Bowman Manager	2510 ASHWOOD CT SE, ADA, MI 49301
Peter J Bryant Manager	2 O'HILL RDG, LAGUNA NIGUEL, CA 96277
Satish Rao Manager	2680 BENTON ST, PALATINE, IL 60067

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2 O'HILL RDG, LAGUNA NIGUEL, CA 92677 View Map
20 N WACKER DR STE 2230, CHICAGO, IL 60606 (Mailing) View Map

Financial Information for Clareo Partners LLC

Form 5500

233 S. Wacker Drive Suite 4400, Chicago, Il 60606 (312) 624-9633 EIN:20-0190453 Plan Admin:Allan Platt

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCLAREO PARTNERS LLC 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 18 Assets BOY/EOY$4,390,673 / $3,738,200	2022	CLAREO PARTNERS LLC 401(K) AND PROFIT SHARING PLAN - Plan #001	19 / 18	$4,390,673 / $3,738,200
2021	Plan NameCLAREO PARTNERS LLC 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY20 / 19 Assets BOY/EOY$3,581,155 / $4,390,673	2021	CLAREO PARTNERS LLC 401(K) AND PROFIT SHARING PLAN - Plan #001	20 / 19	$3,581,155 / $4,390,673
2020	Plan NameCLAREO PARTNERS LLC 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY17 / 15 Assets BOY/EOY$3,195,821 / $3,581,155	2020	CLAREO PARTNERS LLC 401(K) AND PROFIT SHARING PLAN - Plan #001	17 / 15	$3,195,821 / $3,581,155
2019	Plan NameCLAREO PARTNERS LLC 401(K) AND PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$2,155,194 / $3,195,821	2019	CLAREO PARTNERS LLC 401(K) AND PROFIT SHARING PLAN - Plan #001	15 / 17	$2,155,194 / $3,195,821

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CLAREO PARTNERS LLC

20 N Wacker Dr Ste 2230, Chicago, IL 60606-3003 Industry:Administrative Management and General Management Consulting Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
03/05/2021	Approved$388,382 Forgiven$390,465 LenderJPMorgan Chase Bank, National Association Jobs18	03/05/2021	$388,382	$390,465	JPMorgan Chase Bank, National Association	18
05/01/2020	Approved$388,382 Forgiven$392,442 LenderJPMorgan Chase Bank, National Association Jobs14	05/01/2020	$388,382	$392,442	JPMorgan Chase Bank, National Association	14

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

Clareo Partners LLC

Company Summary

Financial Information for Clareo Partners LLC

CLAREO PARTNERS LLC

CLAREO PARTNERS LLC