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ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC

Company Details

Name: ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 20 Dec 2022 (2 years ago)
Entity Number: 6672752
ZIP code: 12207
County: Albany
Place of Formation: Delaware
Foreign Legal Name: ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC
Address: 90 STATE STREET, SUITE 700 BOX 10, ALBANY, NY, United States, 12207

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ORTHOGON PARTNERS INVESTMENT MANAGEMENT 401(K) PLAN 2023 474686449 2024-06-03 ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 2126580732
Plan sponsor’s address 250 W. 55TH ST., FL 11, NEW YORK, NY, 10019

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-06-03
Name of individual signing QIAN LIU
ORTHOGON PARTNERS INVESTMENT MANAGEMENT 401(K) PLAN 2022 474686449 2023-05-27 ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 2126580732
Plan sponsor’s address 250 W. 55TH ST., FL 11, NEW YORK, NY, 10019

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
ORTHOGON PARTNERS INVESTMENT MANAGEMENT 401(K) PLAN 2021 474686449 2022-09-30 ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 2126580732
Plan sponsor’s address 250 W. 55TH ST., FL 11, NEW YORK, NY, 10019

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-09-29
Name of individual signing CHRISTINE RIMER
ORTHOGON PARTNERS INVESTMENT MANAGEMENT 401(K) PLAN 2020 474686449 2021-05-26 ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 2126580732
Plan sponsor’s address 250 W. 55TH ST., FL 11, NEW YORK, NY, 10019

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-05-26
Name of individual signing CAROL HO
ORTHOGON PARTNERS INVESTMENT MANAGEMENT 401(K) PLAN 2019 474686449 2020-08-28 ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Sponsor’s telephone number 2126580732
Plan sponsor’s address 250 W. 55TH ST., FL 11, NEW YORK, NY, 10019

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2020-08-28
Name of individual signing CAROL HO
ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC 401(K) P/S PLAN 2018 474686449 2019-06-10 ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 523900
Plan sponsor’s address 250 W 55TH ST FL 11, C/O ARNOLD PORTER, NEW YORK, NY, 10019

Plan administrator’s name and address

Administrator’s EIN 474686449
Plan administrator’s name ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC
Plan administrator’s address 250 W 55TH ST FL 11, C/O ARNOLD PORTER, NEW YORK, NY, 10019

Signature of

Role Plan administrator
Date 2019-06-10
Name of individual signing RISHI GANTI
ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC RETIREMENT TRUST 2017 474686449 2018-07-24 ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 541600
Sponsor’s telephone number 2123901574
Plan sponsor’s address 250 WEST 55TH ST,11TH FLOOR, NEW YORK, NY, 10019

Signature of

Role Plan administrator
Date 2018-07-24
Name of individual signing RISHI GANTI
ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC RETIREMENT TRUST 2016 474686449 2017-10-16 ORTHOGON PARTNERS INVESTMENT MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-10-01
Business code 541600
Sponsor’s telephone number 2123901574
Plan sponsor’s address 250 WEST 55TH STREET FLOOR 11, NEW YORK, NY, 10019

Signature of

Role Plan administrator
Date 2017-10-16
Name of individual signing RISHI GANTI

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 90 STATE STREET, SUITE 700 BOX 10, ALBANY, NY, United States, 12207

Filings

Filing Number Date Filed Type Effective Date
221221000441 2022-12-20 APPLICATION OF AUTHORITY 2022-12-20

Date of last update: 04 Mar 2025

Sources: New York Secretary of State