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RIVERTREE ADVISORS, LLC - Florida Company Profile

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Company Details

Entity Name: RIVERTREE ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

RIVERTREE ADVISORS, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 10 Jan 2013 (12 years ago)
Document Number: L13000005072
FEI/EIN Number 46-2310212

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 941 West Morse Boulevard, Suite 100, Winter Park, FL, 32789, US
Mail Address: 941 West Morse Boulevard, Suite 100, Winter Park, FL, 32789, US
ZIP code: 32789
County: Orange
Place of Formation: FLORIDA

Links between entities

Type:
Headquarter of
Company Number:
20131370897
State:
COLORADO

Key Officers & Management

Name Role Address
RICH THEODORE S Managing Member 941 West Morse Boulevard, Winter Park, FL, 32789
RICH THEODORE S Agent 941 West Morse Boulevard, Winter Park, FL, 32789

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001872501
Phone:
407- 599-1104

Latest Filings

Form type:
13F-HR
File number:
028-21315
Filing date:
2025-04-17
File:
Form type:
13F-HR
File number:
028-21315
Filing date:
2025-01-16
File:
Form type:
13F-HR
File number:
028-21315
Filing date:
2024-10-22
File:
Form type:
13F-HR
File number:
028-21315
Filing date:
2024-07-23
File:
Form type:
13F-HR
File number:
028-21315
Filing date:
2024-04-16
File:

Form 5500 Series

Employer Identification Number (EIN):
462310212
Plan Year:
2021
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
3
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2015-01-07 941 West Morse Boulevard, Suite 100, Winter Park, FL 32789 -
CHANGE OF MAILING ADDRESS 2015-01-07 941 West Morse Boulevard, Suite 100, Winter Park, FL 32789 -
REGISTERED AGENT ADDRESS CHANGED 2015-01-07 941 West Morse Boulevard, Suite 100, Winter Park, FL 32789 -

Documents

Name Date
ANNUAL REPORT 2024-01-31
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-01-28
ANNUAL REPORT 2021-01-15
ANNUAL REPORT 2020-01-17
ANNUAL REPORT 2019-01-28
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-03-08
ANNUAL REPORT 2015-01-07

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:
52032.00
Total Face Value Of Loan:
52032.00

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
52032
Current Approval Amount:
52032
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
52482.42

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Date of last update: 01 Jun 2025

Sources: Florida Department of State