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  5. ADVENT ADVISORY GROUP LLC

ADVENT ADVISORY GROUP LLC

Headquarter

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

Links between entities

Type Company Name Company Number State
Headquarter of ADVENT ADVISORY GROUP LLC, ILLINOIS LLC_05210267 ILLINOIS

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
FUDCNGSQBSN3 2025-01-23 209 MAIN ST, NORTHPORT, NY, 11768, 1763, USA PO BOX 94, NORTHPORT, NY, 11768, USA

Business Information
URL http://www.adventadvisorygroup.com
Congressional District 01
State/Country of Incorporation NY, USA
Activation Date 2024-01-26
Initial Registration Date 2008-03-28
Entity Start Date 2007-02-22
Fiscal Year End Close Date Dec 31

Service Classifications
NAICS Codes 524298, 541611, 541618, 541690
Product and Service Codes Q601, R704

Points of Contacts
Electronic Business
Title PRIMARY POC
Name LIZ EVERITT
Role PRESIDENT
Address PO BOX 94, NORTHPORT, NY, 11768, USA
Title ALTERNATE POC
Name LIZ EVERITT
Role PRESIDENT
Address 209 MAIN STREET, NORTHPORT, NY, 11768, USA
Government Business
Title PRIMARY POC
Name JEAN VERTEFEUILLE
Role CEO
Address PO BOX 94, NORTHPORT, NY, 11768, USA
Title ALTERNATE POC
Name LIZ EVERITT
Role PRESIDENT
Address 209 MAIN STREET, NORTHPORT, NY, 11768, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN 2023 208592341 2024-05-13 ADVENT ADVISORY GROUP LLC 33
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 624100
Sponsor’s telephone number 7188783081
Plan sponsor’s address PO BOX 94, NORTHPORT, NY, 11768
ADVENT ADVISORY GROUP LLC DEFINED BENEFIT PLAN 2023 208592341 2024-10-09 ADVENT ADVISORY GROUP LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 624100
Sponsor’s telephone number 7188783081
Plan sponsor’s address 209 MAIN STREET, NORTHPORT, NY, 11768

Signature of
Role Plan administrator
Date 2024-10-09
Name of individual signing JEAN VERTEFEUILLE
Valid signature Filed with authorized/valid electronic signature
ADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN 2022 208592341 2023-07-26 ADVENT ADVISORY GROUP LLC 28
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 624100
Sponsor’s telephone number 7188783081
Plan sponsor’s address 209 MAIN STREET REAR ENTRANCE, NORTHPORT, NY, 11768
ADVENT ADVISORY GROUP LLC DEFINED BENEFIT PLAN 2022 208592341 2023-12-11 ADVENT ADVISORY GROUP LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 624100
Sponsor’s telephone number 7188783081
Plan sponsor’s address 209 MAIN STREET, NORTHPORT, NY, 11768

Signature of
Role Plan administrator
Date 2023-12-11
Name of individual signing JEAN VERTEFEUILLE
Role Employer/plan sponsor
Date 2023-12-11
Name of individual signing JEAN VERTEFEUILLE
ADVENT ADVISORY GROUP LLC 401K PROFIT SHARING PLAN 2021 208592341 2022-10-07 ADVENT ADVISORY GROUP LLC 30
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 624100
Sponsor’s telephone number 7188783081
Plan sponsor’s address 209 MAIN STREET REAR ENTRANCE, NORTHPORT, NY, 11768
ADVENT ADVISORY GROUP LLC DEFINED BENEFIT PLAN 2021 208592341 2022-10-14 ADVENT ADVISORY GROUP LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 624100
Sponsor’s telephone number 7188783081
Plan sponsor’s address 209 MAIN STREET, NORTHPORT, NY, 11768

Signature of
Role Plan administrator
Date 2022-10-14
Name of individual signing JEAN VERTEFEUILLE
Role Employer/plan sponsor
Date 2022-10-05
Name of individual signing JEAN VERTEFEUILLE
ADVENT ADVISORY GROUP LLC PROFIT SHARING PLAN 2021 208592341 2022-11-30 ADVENT ADVISORY GROUP LLC 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 624100
Sponsor’s telephone number 7188783081
Plan sponsor’s address 209 MAIN STREET REAR ENTRANCE, NORTHPORT, NY, 11768
ADVENT ADVISORY GROUP LLC 401(K) PROFIT SHARING PLAN 2020 208592341 2021-10-08 ADVENT ADVISORY GROUP LLC 30
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 624100
Sponsor’s telephone number 7188783081
Plan sponsor’s address 209 MAIN STREET, REAR ENTRANCE, NORTHPORT, NY, 11768

Signature of
Role Plan administrator
Date 2021-10-07
Name of individual signing JEAN VERTEFEUILLE
Role Employer/plan sponsor
Date 2021-10-07
Name of individual signing JEAN VERTEFEUILLE
ADVENT ADVISORY GROUP LLC DEFINED BENEFIT PLAN 2020 208592341 2021-10-08 ADVENT ADVISORY GROUP LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 624100
Sponsor’s telephone number 7188783081
Plan sponsor’s address 209 MAIN STREET, NORTHPORT, NY, 11768

Signature of
Role Plan administrator
Date 2021-10-08
Name of individual signing JEAN VERTEFEUILLE
Role Employer/plan sponsor
Date 2021-10-08
Name of individual signing JEAN VERTEFEUILLE
ADVENT ADVISORY GROUP LLC PROFIT SHARING PLAN 2020 208592341 2021-10-08 ADVENT ADVISORY GROUP LLC 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2011-01-01
Business code 624100
Sponsor’s telephone number 7188783081
Plan sponsor’s address 209 MAIN STREET, REAR ENTRANCE, NORTHPORT, NY, 11768

Signature of
Role Plan administrator
Date 2021-10-07
Name of individual signing JEAN VERTEFEUILLE
Role Employer/plan sponsor
Date 2021-10-07
Name of individual signing JEAN VERTEFEUILLE

DOS Process Agent

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

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
170207006207 2017-02-07 BIENNIAL STATEMENT 2017-02-01
150206006457 2015-02-06 BIENNIAL STATEMENT 2015-02-01
140609000125 2014-06-09 CERTIFICATE OF CHANGE 2014-06-09
130205006545 2013-02-05 BIENNIAL STATEMENT 2013-02-01
110315002110 2011-03-15 BIENNIAL STATEMENT 2011-02-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8190678707 2021-04-07 0235 PPS 209 Main St Advent Advisory Group - Rear Entrance, Northport, NY, 11768-1763
Loan Status Date 2021-12-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 458332
Loan Approval Amount (current) 458332
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Northport, SUFFOLK, NY, 11768-1763
Project Congressional District NY-01
Number of Employees 22
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 460839.84
Forgiveness Paid Date 2021-10-27
2213137709 2020-05-01 0235 PPP 209 MAIN ST Advent Advisory Group - Rear Entrance, NORTHPORT, NY, 11768
Loan Status Date 2021-05-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 526130
Loan Approval Amount (current) 526130
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NORTHPORT, SUFFOLK, NY, 11768-0001
Project Congressional District NY-01
Number of Employees 210
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 531300.4
Forgiveness Paid Date 2021-04-28

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P0951468 ADVENT ADVISORY GROUP LLC - FUDCNGSQBSN3 209 MAIN ST, NORTHPORT, NY, 11768-1763
Capabilities Statement Link -
Phone Number 718-721-5909
Fax Number 877-224-8085
E-mail Address jvertefeuille@adventadvisorygroup.com
WWW Page http://www.adventadvisorygroup.com
E-Commerce Website http://www.adventadvisorygroup.com
Contact Person JEAN VERTEFEUILLE
County Code (3 digit) 103
Congressional District 01
Metropolitan Statistical Area 5380
CAGE Code 51DW6
Year Established 2007
Accepts Government Credit Card No
Legal Structure LLC
Ownership and Self-Certifications Self-Certified Small Disadvantaged Business
Business Development Servicing Office NEW YORK DISTRICT OFFICE (SBA office code 0202)
Capabilities Narrative Advent Advisory Group is an industry-leading provider of URAC Data Validation, HEDIS Compliance Audits™, Medicare Part C and Part D Data Validation, Medicare Advantage Star Ratings support, Medicare Data Validation Pre-Assessment Consulting, and other healthcare quality, compliance and data validation services. Advent is a URAC approved vendor since the first year of URAC required audits, a long-term NCQA Licensed Audit Organization, a recognized CMS Medicare Part C and D data validation vendor since the first year of required audits, and a certified Women’s Business Enterprise and Small Business Administration certified Women-Owned Small Business.
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords Quality Improvement Consulting, Health Services, Auditing, HEDIS Consulting, Quality Improvement, Medicare Part C and Part D Data Validation, Risk Adjustment Validation, Pay for Performance, Performance Measures, Medicaid Quality Review, CMS Initial Validation Audits, CMS Program Audits, Measure source code review, qualified health plans, URAC, pharmacy data audits, electronic clinical data validation, clinical trials, primary source verification
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals
Name Jean Vertefeuille
Role CEO and EVP
Name Liz Everitt
Role President

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes
Code 524298
NAICS Code's Description All Other Insurance Related Activities
Buy Green Yes
Code 541618
NAICS Code's Description Other Management Consulting Services
Buy Green Yes
Code 541690
NAICS Code's Description Other Scientific and Technical Consulting Services
Buy Green Yes

Export Profile (Trade Mission Online)
Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 28 Mar 2025

Sources: New York Secretary of State

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