Cannae Portfolio Advisors LLC

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.

Registered In
Connecticut
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Llc
Status
Active
Website
Email
*******@cannaellc.com
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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)
TWO AMERICA LN, GREENWICH, CT 06831 View Map
1209 ORANGE ST, WILMINGTON, DE 19801 View Map

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.
Address Match:1209 Orange St Wilmington, DE
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The following government agencies have contributed data:

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