Cannae Portfolio Advisors LLC

Greenwich, CT

Connecticut

Registered In

02/05/2021

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Cannae Portfolio Advisors LLC at Two America Ln, Greenwich, Ct 06831 lists Parallax Portfolio Advisors Corporation of Greenwich, CT as the associate.

Overview

Registered In

Connecticut

Incorporation Date

02/05/2021

Company Type

Llc

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

Website

cannaellc.com

Email

*******@cannaellc.com

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People

Todd Bodine Registered Agent	TWO AMERICA LN, GREENWICH, CT 06831
Parallax Portfolio Advisors Corporation	Two AMERICAN LANE 30 WINDERMERE LN, GREENWICH, CT 06831 (View Past Addresses)

Map & Locations

TWO AMERICA LN, GREENWICH, CT 06831 View Map
1209 ORANGE ST, WILMINGTON, DE 19801 View Map

Financials

Financial Information for Cannae Portfolio Advisors LLC

Form 5500

CANNAE PORTFOLIO ADVISORS, LLC

Two American Lane, Greenwich, Ct 06831 (203) 496-5224 EIN:85-0555814 Plan Admin:Daniel Seymour

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCANNAE PORTFOLIO ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$546,724 / $1,247,465	2023	CANNAE PORTFOLIO ADVISORS, LLC CASH BALANCE PLAN - Plan #002	12 / 12	$546,724 / $1,247,465
2022	Plan NameCANNAE PORTFOLIO ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$501,468 / $1,097,724	2022	CANNAE PORTFOLIO ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	11 / 12	$501,468 / $1,097,724
2022	Plan NameCANNAE PORTFOLIO ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY11 / 12 Assets BOY/EOY$302,000 / $546,724	2022	CANNAE PORTFOLIO ADVISORS, LLC CASH BALANCE PLAN - Plan #002	11 / 12	$302,000 / $546,724
2021	Plan NameCANNAE PORTFOLIO ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$0 / $501,468	2021	CANNAE PORTFOLIO ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	10 / 11	$0 / $501,468
2021	Plan NameCANNAE PORTFOLIO ADVISORS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 11 Assets BOY/EOY$0 / $302,000	2021	CANNAE PORTFOLIO ADVISORS, LLC CASH BALANCE PLAN - Plan #002	10 / 11	$0 / $302,000

Benefit & Retirement Plans based on Form 5500.

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Address Match:1209 Orange St Wilmington, DE

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Sources

The following government agencies have contributed data:

• Connecticut's Official State Website • U.S. Department of Labor

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