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  5. INNISFREE M & A INCORPORATED

INNISFREE M & A INCORPORATED

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Company Details

Name: INNISFREE M & A INCORPORATED
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 18 Jun 1997 (28 years ago)
Entity Number: 2154364
ZIP code: 10022
County: New York
Place of Formation: Delaware
Address: 501 MADISON AVE, NEW YORK, NY, United States, 10022
Principal Address: 501 MADISON AVE 20TH FL, NEW YORK, NY, United States, 10022

Chief Executive Officer

Name Role Address
ARTHUR B. CROZIER Chief Executive Officer 501 MADISON AVE 20TH FL, NEW YORK, NY, United States, 10022

DOS Process Agent

Name Role Address
INNISFREE M & A INCORPORATED DOS Process Agent 501 MADISON AVE, NEW YORK, NY, United States, 10022

Form 5500 Series

Employer Identification Number (EIN):
133953715
Plan Year:
2024
Number Of Participants:
76
Sponsors Telephone Number:
2127505833
File:
View File
Plan Year:
2023
Number Of Participants:
72
Sponsors Telephone Number:
2127505833
File:
View File
Plan Year:
2022
Number Of Participants:
67
Sponsors Telephone Number:
2127505833
File:
View File
Plan Year:
2021
Number Of Participants:
62
Sponsors Telephone Number:
2127505833
File:
View File
Plan Year:
2020
Number Of Participants:
60
Sponsors Telephone Number:
2127505833
File:
View File

History

Start date End date Type Value
2001-06-20 2014-03-10 Address 501 MADISON AVE 20TH FL, NEW YORK, NY, 10022, USA (Type of address: Chief Executive Officer)
2001-04-02 2001-06-20 Address 501 MADISON AVE, NEW YORK, NY, 10022, USA (Type of address: Chief Executive Officer)
2001-04-02 2001-06-20 Address 501 MADISON AVE, NEW YORK, NY, 10022, USA (Type of address: Principal Executive Office)
2001-04-02 2021-06-01 Address 501 MADISON AVE, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
1997-06-18 2001-04-02 Address 27 CHITTENDEN AVENUE, NEW YORK, NY, 10022, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
210601061085 2021-06-01 BIENNIAL STATEMENT 2021-06-01
190710061112 2019-07-10 BIENNIAL STATEMENT 2019-06-01
170705007297 2017-07-05 BIENNIAL STATEMENT 2017-06-01
150601006685 2015-06-01 BIENNIAL STATEMENT 2015-06-01
140310006630 2014-03-10 BIENNIAL STATEMENT 2013-06-01

Trademarks Section

Serial Number:
86814144
Mark:
ACTIVE IQ
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-11-09
Mark Drawing Type:
Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form
Mark Literal Elements:
ACTIVE IQ
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Business consulting services, namely, preparing stock monitoring reports that track major movements in an issuer's shareholder base with a focus on identifying potential activist investors, based on proprietary data and analytical processes; Business consulting services, namely, vote and tender anal...
First Use:
2017-02-03
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
86814120
Mark:
ACTIVEIQ
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-11-09
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
ACTIVEIQ
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Business consulting services, namely, preparing stock monitoring reports that track major movements in an issuer's shareholder base with a focus on identifying potential activist investors, based on proprietary data and analytical processes; Business consulting services, namely, vote and tender anal...
First Use:
2017-02-03
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
86511287
Mark:
LAKE ISLE
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2015-01-22
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
LAKE ISLE
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial advisory and consultancy services in the field of corporate governance, proxy solicitation, shareholder communications, and investor relations services relating to public security-holders, high-stakes shareholder engagements, executive compensation proposals, corporate governance issues, p...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Business consulting and advisory services in the field of corporate governance, proxy solicitation, shareholder communications, and investor relations relating to public security-holders, high-stakes shareholder engagements, executive compensation proposals, corporate governance issues, proxy solici...
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
86472598
Mark:
WHEN IT MATTERS MOST
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2014-12-05
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WHEN IT MATTERS MOST
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial advisory and consultancy services in the field of corporate governance, proxy solicitation, shareholder communications, and investor relations services relating to public security-holders, high-stakes shareholder engagements, executive compensation proposals, corporate governance issues, p...
First Use:
2015-06-14
International Classes:
036 - Primary Class
Class Status:
Active
For:
Business consulting and advisory services in the field of corporate governance, proxy solicitation, shareholder communications, and investor relations relating to public security-holders, high-stakes shareholder engagements, executive compensation proposals, corporate governance issues, proxy solici...
First Use:
2015-06-14
International Classes:
035 - Primary Class
Class Status:
Active
Serial Number:
86472589
Mark:
ACTIVEINTEL
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2014-12-05
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
ACTIVEINTEL
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Consulting services based on proprietary data and analytical processes that provide stock monitoring reports that track major movements in an issuer's shareholder base with a focus on identifying potential activist investors; vote and tender analyses showing the likely outcomes in both contested and...
International Classes:
035 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
52
Initial Approval Amount:
$1,261,740
Date Approved:
2020-08-04
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$1,261,740
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Non-Veteran
Forgiveness Amount:
$1,277,883.26
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $1,261,740

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Related by address

501 MADISON AVE, NEW YORK, NY, United States, 10022

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Date of last update: 31 Mar 2025

Sources: New York Secretary of State

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