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  5. LSV ADVISORS, LLC

LSV ADVISORS, LLC

Company Details

Name: LSV ADVISORS, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 29 Nov 2005 (19 years ago)
Entity Number: 3286503
ZIP code: 10005
County: New York
Place of Formation: Delaware
Address: 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LSV ADVISORS, LLC 401(K) PLAN 2023 203937708 2024-10-14 LSV ADVISORS, LLC 0
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2023-01-01
Business code 523900
Sponsor’s telephone number 2123783733
Plan sponsor’s address 540 MADISON AVENUE, 33RD FLOOR, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2024-10-14
Name of individual signing MICHAEL CALANDRA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-14
Name of individual signing MICHAEL CALANDRA
Valid signature Filed with authorized/valid electronic signature
LSV ADVISORS, LLC PROFIT SHARING PLAN 2021 203937708 2022-05-31 LSV ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2123783700
Plan sponsor’s address 540 MADISON AVE. 33RD FL, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2022-05-31
Name of individual signing MICHAEL CALANDRA
LSV ADVISORS, LLC PENSION PLAN 2021 203937708 2022-05-31 LSV ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2123783700
Plan sponsor’s address 540 MADISON AVE. 33RD FL, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2022-05-31
Name of individual signing MICHAEL CALANDRA
LSV ADVISORS, LLC PROFIT SHARING PLAN 2020 203937708 2021-10-06 LSV ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2123783700
Plan sponsor’s address 540 MADISON AVE. 33RD FL, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2021-10-06
Name of individual signing MICHAEL CALANDRA
LSV ADVISORS, LLC PENSION PLAN 2020 203937708 2021-10-06 LSV ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2123783700
Plan sponsor’s address 540 MADISON AVE. 33RD FL, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2021-10-06
Name of individual signing MICHAEL CALANDRA
LSV ADVISORS, LLC PENSION PLAN 2019 203937708 2020-10-15 LSV ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2123783700
Plan sponsor’s address 540 MADISON AVE. 33RD FL, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2020-10-15
Name of individual signing MICHAEL CALANDRA
LSV ADVISORS, LLC PROFIT SHARING PLAN 2019 203937708 2020-10-15 LSV ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2123783700
Plan sponsor’s address 540 MADISON AVE. 33RD FL, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2020-10-15
Name of individual signing MICHAEL CALANDRA
LSV ADVISORS, LLC PROFIT SHARING PLAN 2018 203937708 2019-10-11 LSV ADVISORS, LLC 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2123783700
Plan sponsor’s address 540 MADISON AVE. 33RD FL, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2019-10-11
Name of individual signing MICHAEL CALANDRA
LSV ADVISORS, LLC PENSION PLAN 2018 203937708 2019-10-11 LSV ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2123783700
Plan sponsor’s address 540 MADISON AVE. 33RD FL, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2019-10-11
Name of individual signing MICHAEL CALANDRA
LSV ADVISORS, LLC PENSION PLAN 2017 203937708 2018-10-15 LSV ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2123783700
Plan sponsor’s address 540 MADISON AVE. 33RD FL, NEW YORK, NY, 10022

Signature of
Role Plan administrator
Date 2018-10-15
Name of individual signing MICHAEL CALANDRA

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY STREET, NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
C T CORPORATION SYSTEM DOS Process Agent 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

History

Start date End date Type Value
2020-07-09 2023-11-01 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2020-03-11 2023-11-01 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2020-03-11 2020-07-09 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2010-08-25 2020-03-11 Address 400 MADISON AVENUE, 15TH FL, NEW YORK, NY, 10017, USA (Type of address: Service of Process)
2005-11-29 2010-08-25 Address ATTN: MR DAVID TISCH, 555 FIFTH AVENUE 17TH FLOOR, NEW YORK, NY, 10017, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
231101040290 2023-11-01 BIENNIAL STATEMENT 2023-11-01
211101004314 2021-11-01 BIENNIAL STATEMENT 2021-11-01
200709061774 2020-07-09 BIENNIAL STATEMENT 2019-11-01
200311000381 2020-03-11 CERTIFICATE OF CHANGE 2020-03-11
111128002116 2011-11-28 BIENNIAL STATEMENT 2011-11-01
100825000240 2010-08-25 CERTIFICATE OF AMENDMENT 2010-08-25
091202002632 2009-12-02 BIENNIAL STATEMENT 2009-11-01
071109002247 2007-11-09 BIENNIAL STATEMENT 2007-11-01
051129001001 2005-11-29 APPLICATION OF AUTHORITY 2005-11-29

Related by officers

C T CORPORATION SYSTEM

BOFA MERRILL LYNCH ASSET HOLDINGS, INC. " 21" BRANDS, INC. "ADP TOTALSOURCE SERVICES, INC." ARLON GROUP LLC "LA COMUNIDAD" CORPORATION "TREND LABORATORIES, INC." PRET 485 LEXINGTON, INC. (800) 777-CLUB. ++INTEGRATED TACTICS, LLC

Related by address

28 LIBERTY STREET, NEW YORK, NY, United States, 10005

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Date of last update: 04 Feb 2025

Sources: New York Secretary of State

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