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TALIS EQUITY, LLC

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Company Details

Name: TALIS EQUITY, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 22 Jul 2009 (16 years ago)
Entity Number: 3836438
ZIP code: 14103
County: Orleans
Place of Formation: New York
Address: ATTN: MICHELLE KLOTZBACH, 711 PARK AVENUE, MEDINA, NY, United States, 14103

DOS Process Agent

Name Role Address
TALIS EQUITY, LLC DOS Process Agent ATTN: MICHELLE KLOTZBACH, 711 PARK AVENUE, MEDINA, NY, United States, 14103

Form 5500 Series

Employer Identification Number (EIN):
270727892
Plan Year:
2023
Number Of Participants:
191
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
15
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
11
Sponsors Telephone Number:

History

Start date End date Type Value
2023-08-15 2025-07-01 Address ATTN: MICHELLE KLOTZBACH, 711 PARK AVENUE, MEDINA, NY, 14103, USA (Type of address: Service of Process)
2017-07-05 2023-08-15 Address ATTN: MICHELLE KLOTZBACH, 711 PARK AVENUE, MEDINA, NY, 14103, USA (Type of address: Service of Process)
2017-03-24 2017-07-05 Address ATTN: LISA TOMBARI, 711 PARK AVENUE, MEDINA, NY, 14103, USA (Type of address: Service of Process)
2012-10-03 2013-02-27 Name TOP DOT EQUITY PARTNERS, LLC
2011-09-01 2017-03-24 Address ATTN: LINDA LIMINA, 711 PARK AVENUE, MEDINA, NY, 14103, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
250701031243 2025-07-01 BIENNIAL STATEMENT 2025-07-01
230815000387 2023-08-15 BIENNIAL STATEMENT 2023-07-01
220409001259 2022-04-09 BIENNIAL STATEMENT 2021-07-01
170705006534 2017-07-05 BIENNIAL STATEMENT 2017-07-01
170324006175 2017-03-24 BIENNIAL STATEMENT 2015-07-01

USAspending Awards / Financial Assistance

Date:
2020-04-13
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:
179073.00
Total Face Value Of Loan:
179073.00

Trademarks Section

Serial Number:
85964800
Mark:
TALIS
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2013-06-19
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
TALIS

Goods And Services

For:
Private equity fund investment services
First Use:
2012-11-09
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Paycheck Protection Program

Jobs Reported:
14
Initial Approval Amount:
$179,073
Date Approved:
2020-04-13
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$179,073
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$181,476.99
Servicing Lender:
KeyBank National Association
Use of Proceeds:
Payroll: $179,073

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State