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  5. ADVENT ADVISORY GROUP LLC

ADVENT ADVISORY GROUP LLC

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Company Details

Name: ADVENT ADVISORY GROUP LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 Feb 2007 (18 years ago)
Entity Number: 3480409
ZIP code: 11768
County: Queens
Place of Formation: New York
Address: PO BOX 94, NORTHPORT, NY, United States, 11768

DOS Process Agent

Name Role Address
ADVENT ADVISORY GROUP LLC DOS Process Agent PO BOX 94, NORTHPORT, NY, United States, 11768

Links between entities

Type:
Headquarter of
Company Number:
LLC_05210267
State:
ILLINOIS
ILLINOIS profile:
ADVENT ADVISORY GROUP LLC (IL)

U.S. Small Business Administration Profile

Website:
http://www.adventadvisorygroup.com
E-Commerce Website:
http://www.adventadvisorygroup.com
Phone Number:
718-721-5909
E-mail Address:
jvertefeuille@adventadvisorygroup.com
Fax Number:
877-224-8085
Contact Person:
JEAN VERTEFEUILLE
Ownership and Self-Certifications:
Self-Certified Small Disadvantaged Business
User ID:
P0951468

Unique Entity ID

Unique Entity ID:
FUDCNGSQBSN3
CAGE Code:
51DW6
UEI Expiration Date:
2026-01-15

Business Information

URL:
http://www.adventadvisorygroup.com
Activation Date:
2025-01-17
Initial Registration Date:
2008-03-28

Commercial and government entity program

CAGE number:
51DW6
Status:
Active
Type:
Non-Manufacturer
CAGE Update Date:
2025-01-17
CAGE Expiration:
2030-01-17
SAM Expiration:
2026-01-15

Contact Information

POC:
JEAN VERTEFEUILLE
Corporate URL:
http://www.adventadvisorygroup.com

Form 5500 Series

Employer Identification Number (EIN):
208592341
Plan Year:
2024
Number Of Participants:
32
Sponsors Telephone Number:
7188783081
File:
View File
Plan Year:
2024
Number Of Participants:
12
Sponsors Telephone Number:
7188783081
File:
View File
Plan Year:
2023
Number Of Participants:
10
Sponsors Telephone Number:
7188783081
File:
View File
Plan Year:
2023
Number Of Participants:
33
Sponsors Telephone Number:
7188783081
File:
View File
Plan Year:
2022
Number Of Participants:
10
Sponsors Telephone Number:
7188783081
File:
View File

History

Start date End date Type Value
2024-07-05 2025-02-03 Address p.o. box 94, NORTHPORT, NY, 11768, USA (Type of address: Service of Process)
2014-06-09 2024-07-05 Address ATTN: MANAGER, 209 MAIN STREET, NORTHPORT, NY, 11768, USA (Type of address: Service of Process)
2007-02-22 2014-06-09 Address 19-21 23RD TERRACE, ASTORIA, NY, 11105, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250203002445 2025-02-03 BIENNIAL STATEMENT 2025-02-03
240705002525 2024-07-03 CERTIFICATE OF CHANGE BY ENTITY 2024-07-03
230201002193 2023-02-01 BIENNIAL STATEMENT 2023-02-01
210225060282 2021-02-25 BIENNIAL STATEMENT 2021-02-01
190219060228 2019-02-19 BIENNIAL STATEMENT 2019-02-01

USAspending Awards / Financial Assistance

Date:
2021-04-07
Link:
View on USAspending
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:
458332.00
Total Face Value Of Loan:
458332.00
Date:
2020-05-02
Link:
View on USAspending
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:
526130.00
Total Face Value Of Loan:
526130.00
Date:
2020-05-01
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
85510619
Mark:
ADVENT ADVISORY GROUP
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2012-01-06
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
ADVENT ADVISORY GROUP
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Business assistance, advisory and consulting services in the field of health care
First Use:
2007-07-01
International Classes:
035 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
22
Initial Approval Amount:
$458,332
Date Approved:
2021-04-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$458,332
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$460,839.84
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $458,330
Utilities: $1
Jobs Reported:
210
Initial Approval Amount:
$526,130
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$526,130
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$531,300.4
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $526,130

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Date of last update: 28 Mar 2025

Sources: New York Secretary of State

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