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ALMEIDA INVESTMENT MANAGEMENT LLC

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Company Details

Name: ALMEIDA INVESTMENT MANAGEMENT LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 11 Apr 2017 (8 years ago)
Entity Number: 5117936
ZIP code: 12207
County: New York
Place of Formation: New York
Activity Description: Almeida Investment Management provides investment services to institutional clients and business owners. Services include: Retirement Plan Design for 401(k), 403(b), and Pension Plans Outsourced Chief Investment Officer for Foundations, Non-Profit Organizations, Family Offices, and Trusts. Business Valuation & Modeling Private Wealth Management Socially Responsible Investing Comprehensive Financial Planning
Address: 54 state street, ste 804, ALBANY, NY, United States, 12207

Contact Details

Website http://almeidainvestments.com

Phone +1 347-776-1863

Agent

Name Role Address
REPUBLIC REGISTERED AGENT SERVICES INC. Agent 54 STATE STREET, STE 804, ALBANY, NY, 12207

DOS Process Agent

Name Role Address
the llc DOS Process Agent 54 state street, ste 804, ALBANY, NY, United States, 12207

History

Start date End date Type Value
2023-04-07 2024-05-30 Address 1967 WEHRLE DR. STE 1 #086, BUFFALO, NY, 14221, USA (Type of address: Service of Process)
2017-04-11 2023-04-07 Address 1967 WEHRLE DR. STE 1 #086, BUFFALO, NY, 14221, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240530018532 2024-05-15 CERTIFICATE OF CHANGE BY ENTITY 2024-05-15
230407000809 2023-04-07 BIENNIAL STATEMENT 2023-04-01
210427060354 2021-04-27 BIENNIAL STATEMENT 2021-04-01
200429000130 2020-04-29 CERTIFICATE OF CHANGE 2020-04-29
190515060165 2019-05-15 BIENNIAL STATEMENT 2019-04-01

USAspending Awards / Financial Assistance

Date:
2020-12-30
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
22900.00
Total Face Value Of Loan:
22900.00
Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
90658510
Mark:
GO CIO
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2021-04-20
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
GO CIO

Goods And Services

For:
Investment advice; Investment advisory services; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Investment risk assessment services; Advice relating to investments; Consultancy of capital in...
First Use:
2021-03-31
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 09 Jun 2025

Sources: New York Secretary of State