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LOYOLA ASSET MANAGEMENT LLC

LOYOLA ASSET MANAGEMENT LLC - Florida Company Profile

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Company Details

Entity Name:	LOYOLA ASSET MANAGEMENT LLC
Jurisdiction:	FLORIDA
Filing Type:	Florida Limited Liability Co.
Status:	Active
Date Filed:	24 Oct 2006 (19 years ago)
Document Number:	L06000103446
FEI/EIN Number	205776812
Address:	2990 Ponce de Leon Blvd, CORAL GABLES, FL, 33134, US
Mail Address:	2990 Ponce de Leon Blvd, CORAL GABLES, FL, 33134, US
ZIP code:	33134
City:	Miami
County:	Miami-Dade
Place of Formation:	FLORIDA

Key Officers & Management

Name	Role	Address
CASTILLO ALVARO	Manager	2990 Ponce de Leon Blvd, CORAL GABLES, FL, 33134
CASTILLO ALVARO	Agent	2990 Ponce de Leon Blvd, CORAL GABLES, FL, 33134

Form 5500 Series

Employer Identification Number (EIN):

205776812

Plan Year:

2024

Number Of Participants:

Sponsors Telephone Number:

3053771941

File:

View File

Plan Year:

2023

Number Of Participants:

Sponsors Telephone Number:

3053771941

File:

View File

Plan Year:

2022

Number Of Participants:

Sponsors Telephone Number:

3053771941

File:

View File

Plan Year:

2021

Number Of Participants:

Sponsors Telephone Number:

3053771941

File:

View File

Plan Year:

2020

Number Of Participants:

Sponsors Telephone Number:

3053771941

File:

View File

Events

Event Type	Filed Date	Value	Description
CHANGE OF PRINCIPAL ADDRESS	2024-07-30	2990 Ponce de Leon Blvd, SUITE 202, CORAL GABLES, FL 33134	-
CHANGE OF MAILING ADDRESS	2024-07-30	2990 Ponce de Leon Blvd, SUITE 202, CORAL GABLES, FL 33134	-
REGISTERED AGENT ADDRESS CHANGED	2024-07-30	2990 Ponce de Leon Blvd, SUITE 202, CORAL GABLES, FL 33134	-

Documents

Name	Date
AMENDED ANNUAL REPORT	2024-07-30
ANNUAL REPORT	2024-04-25
ANNUAL REPORT	2023-04-26
ANNUAL REPORT	2022-01-21
ANNUAL REPORT	2021-01-29
ANNUAL REPORT	2020-01-22
ANNUAL REPORT	2019-02-11
ANNUAL REPORT	2018-03-08
ANNUAL REPORT	2017-02-27
ANNUAL REPORT	2016-02-11

USAspending Awards / Financial Assistance

Date:

2020-05-02

Link:

View on USAspending

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:

89109.00

Total Face Value Of Loan:

89109.00

Trademarks

Serial Number:

98875588

Mark:

PLUS ULTRA

Status:

NON-FINAL ACTION - MAILED

Mark Type:

SERVICE MARK

Application Filing Date:

2024-11-27

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

PLUS ULTRA

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Mutual funds and capital investment; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Investment management in the fiel...

First Use:

2024-01-01

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

98126251

Mark:

LOYOLA ASSET MANAGEMENT

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2023-08-10

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

LOYOLA ASSET MANAGEMENT

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Financial advisory and consultancy services; Financial management; Financial planning and investment advisory services; Financial services, namely, wealth management services

First Use:

2006-10-30

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

98125867

Mark:

LOYOLA ASSET MANAGEMENT

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2023-08-10

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

LOYOLA ASSET MANAGEMENT

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Financial advisory and consultancy services; Financial management; Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services

First Use:

2006-10-30

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

86767727

Mark:

LOYOLA ASSET MANAGEMENT

Status:

CANCELLED - SECTION 8

Mark Type:

SERVICE MARK

Application Filing Date:

2015-09-24

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

LOYOLA ASSET MANAGEMENT

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Financial advisory and consultancy services; Financial management; Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services

First Use:

2006-10-30

International Classes:

036 - Primary Class

Class Status:

Sec. 8 – Entire Registration

Serial Number:

86767428

Mark:

LOYOLA ASSET MANAGEMENT

Status:

CANCELLED - SECTION 8

Mark Type:

SERVICE MARK

Application Filing Date:

2015-09-24

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

LOYOLA ASSET MANAGEMENT

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Financial advisory and consultancy services; Financial management; Financial planning and investment advisory services; Financial services, namely, wealth management services

First Use:

2006-10-30

International Classes:

036 - Primary Class

Class Status:

Sec. 8 – Entire Registration

Paycheck Protection Program

Jobs Reported:

Initial Approval Amount:

$89,109

Date Approved:

2020-05-02

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Current Approval Amount:

$89,109

Race:

Unanswered

Ethnicity:

Unknown/NotStated

Gender:

Unanswered

Veteran:

Unanswered

Forgiveness Amount:

$89,999.25

Servicing Lender:

JPMorgan Chase Bank, National Association

Use of Proceeds:

Payroll: $67,000
Utilities: $2,109
Rent: $10,000
Healthcare: $10000

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Date of last update: 02 Jul 2025

Sources: Florida Department of State