| Entity Name: | BERTELSEN ASSET MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
BERTELSEN ASSET MANAGEMENT, 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. |
| 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 Jul 2013 (12 years ago) |
| Document Number: | L13000098032 |
| FEI/EIN Number |
46-3157813
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 783 S. ORANGE AVE, SARASOTA, FL, 34236, US |
| Mail Address: | 783 S. ORANGE AVE, SARASOTA, FL, 34236, US |
| ZIP code: | 34236 |
| County: | Sarasota |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| BERTELSEN ELIZABETH C | Manager | 783 S. ORANGE AVE,, SARASOTA, FL, 34236 |
| BAND GATES, P.L. | Agent | 2070 Ringling Blvd, SARASOTA, FL, 34237 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2017-07-11 | 783 S. ORANGE AVE, STE 205, SARASOTA, FL 34236 | - |
| CHANGE OF MAILING ADDRESS | 2017-07-11 | 783 S. ORANGE AVE, STE 205, SARASOTA, FL 34236 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2017-02-09 | 2070 Ringling Blvd, SARASOTA, FL 34237 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-13 |
| ANNUAL REPORT | 2023-01-31 |
| ANNUAL REPORT | 2022-01-31 |
| ANNUAL REPORT | 2021-01-19 |
| ANNUAL REPORT | 2020-02-05 |
| ANNUAL REPORT | 2019-02-26 |
| ANNUAL REPORT | 2018-03-08 |
| ANNUAL REPORT | 2017-02-09 |
| ANNUAL REPORT | 2016-03-02 |
| ANNUAL REPORT | 2015-02-24 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 8236678507 | 2021-03-09 | 0455 | PPS | 783 S Orange Ave, Sarasota, FL, 34236-4702 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 8688837207 | 2020-04-28 | 0455 | PPP | 783 S Orange Ave., Ste 205, Sarasota, FL, 34236 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Date of last update: 01 Apr 2025
Sources: Florida Department of State
