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BERTNER ADVISORS, LLC

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Company Details

Name: BERTNER ADVISORS, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 04 Apr 2013 (12 years ago)
Entity Number: 4383497
ZIP code: 10005
County: New York
Place of Formation: New York
Address: 28 LIBERTY ST., NEW YORK, NY, United States, 10005

Agent

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

DOS Process Agent

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

Form 5500 Series

Employer Identification Number (EIN):
462559040
Plan Year:
2023
Number Of Participants:
14
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
6
Sponsors Telephone Number:

History

Start date End date Type Value
2019-01-28 2023-04-03 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2019-01-28 2023-04-03 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2013-04-04 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Registered Agent)
2013-04-04 2019-01-28 Address 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230403002481 2023-04-03 BIENNIAL STATEMENT 2023-04-01
220125000382 2022-01-25 BIENNIAL STATEMENT 2022-01-25
190430060201 2019-04-30 BIENNIAL STATEMENT 2019-04-01
SR-63284 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28
SR-63283 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28

USAspending Awards / Financial Assistance

Date:
2020-05-02
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:
116792.00
Total Face Value Of Loan:
116792.00

Trademarks Section

Serial Number:
85925355
Mark:
DELIVERING THE WALL STREET PERSPECTIVE TO THE CORPORATE WORLD
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2013-05-07
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
DELIVERING THE WALL STREET PERSPECTIVE TO THE CORPORATE WORLD

Goods And Services

For:
Advisory and consultancy services on behalf of health care companies in their relations with investors in the equity capital markets relating to finance and investments
First Use:
2013-04-27
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
116792
Current Approval Amount:
116792
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
117472.38

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State