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CASTALIA ADVISORS LLC

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Company Details

Name: CASTALIA ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 27 Aug 2003 (22 years ago)
Entity Number: 2947372
ZIP code: 10576
County: Westchester
Place of Formation: New York
Address: 11 APPLE TREE LANE, POUND RIDGE, NY, United States, 10576

DOS Process Agent

Name Role Address
CASTALIA ADVISORS LLC DOS Process Agent 11 APPLE TREE LANE, POUND RIDGE, NY, United States, 10576

Form 5500 Series

Employer Identification Number (EIN):
300208528
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
3
Sponsors Telephone Number:

History

Start date End date Type Value
2011-09-22 2023-08-08 Address 11 APPLE TREE LANE, POUND RIDGE, NY, 10576, USA (Type of address: Service of Process)
2007-08-20 2011-09-22 Address ATTN: JAY C. GOODGAL, 11 APPLE TREET LANE, POUND RIDGE, NY, 10576, USA (Type of address: Service of Process)
2003-08-27 2007-08-20 Address ATTN: JAY C. GOODGAL, 11 APPLETREE LANE, POUND RIDGE, NY, 10576, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230808002552 2023-08-08 BIENNIAL STATEMENT 2023-08-01
210824002091 2021-08-24 BIENNIAL STATEMENT 2021-08-24
190808060346 2019-08-08 BIENNIAL STATEMENT 2019-08-01
181227006249 2018-12-27 BIENNIAL STATEMENT 2017-08-01
130909002483 2013-09-09 BIENNIAL STATEMENT 2013-08-01

USAspending Awards / Financial Assistance

Date:
2021-01-30
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
13000.00
Total Face Value Of Loan:
13000.00
Date:
2020-05-01
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
3000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
13000.00
Total Face Value Of Loan:
13000.00

Paycheck Protection Program

Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
13000
Current Approval Amount:
13000
Race:
White
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
13099.31
Date Approved:
2021-01-30
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
13000
Current Approval Amount:
13000
Race:
White
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
13182.36

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Date of last update: 29 Mar 2025

Sources: New York Secretary of State