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ROUND HILL CAPITAL ADVISORY USA LLC

Company Details

Entity Name: ROUND HILL CAPITAL ADVISORY USA LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active
Date Filed: 20 Aug 2018 (6 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 01 May 2023 (2 years ago)
Document Number: M18000007652
FEI/EIN Number 830809954
Address: 230 Royal Palm Way, Palm Beach, FL, 33480, US
Mail Address: 230 Royal Palm Way, Palm Beach, FL, 33480, US
ZIP code: 33480
County: Palm Beach
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROUND HILL CAPITAL ADVISORY USA, LLC 401(K) PLAN 2023 830809954 2024-09-02 ROUND HILL CAPITAL ADVISORY USA, 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-03-01
Business code 531390
Sponsor’s telephone number 6177558385
Plan sponsor’s address 4TH FLOOR, 230 ROYAL PALM WAY,, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2024-09-02
Name of individual signing NICK RICE
Valid signature Filed with authorized/valid electronic signature
ROUND HILL CAPITAL ADVISORY USA, LLC 401(K) PLAN 2022 830809954 2023-09-13 ROUND HILL CAPITAL ADVISORY USA, 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-03-01
Business code 531390
Sponsor’s telephone number 6177558385
Plan sponsor’s address 4TH FLOOR, 230 ROYAL PALM WAY,, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2023-09-13
Name of individual signing NICK RICE
Valid signature Filed with authorized/valid electronic signature
ROUND HILL CAPITAL ADVISORY USA, LLC 401(K) PLAN 2021 830809954 2022-09-21 ROUND HILL CAPITAL ADVISORY USA, 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-03-01
Business code 531390
Sponsor’s telephone number 6177558385
Plan sponsor’s address 4TH FLOOR, 230 ROYAL PALM WAY,, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2022-09-21
Name of individual signing NICK RICE
Valid signature Filed with authorized/valid electronic signature
ROUND HILL CAPITAL ADVISORY USA, LLC 401(K) PLAN 2019 830809954 2020-10-15 ROUND HILL CAPITAL ADVISORY USA, 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-03-01
Business code 531390
Sponsor’s telephone number 4477416527
Plan sponsor’s address 230 ROYAL PALM WAY, SUITE 402, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2020-10-15
Name of individual signing KATE VERGETTE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Schrier Martin T Agent 200 S Biscayne Blvd., Miami, FL, 33131

Manager

Name Role Address
LEVY JOSHUA Manager 230 Royal Palm Way, Palm Beach, FL, 33480

Mgr

Name Role Address
Bickford Michael Mgr 230 Royal Palm Way, Palm Beach, FL, 33480

Events

Event Type Filed Date Value Description
REINSTATEMENT 2023-05-01 No data No data
REVOKED FOR ANNUAL REPORT 2022-09-23 No data No data
REGISTERED AGENT NAME CHANGED 2021-04-30 Schrier, Martin T No data
REGISTERED AGENT ADDRESS CHANGED 2021-04-30 200 S Biscayne Blvd., Suite 3000, Miami, FL 33131 No data
CHANGE OF PRINCIPAL ADDRESS 2020-07-28 230 Royal Palm Way, Suite 402, Palm Beach, FL 33480 No data
CHANGE OF MAILING ADDRESS 2020-07-28 230 Royal Palm Way, Suite 402, Palm Beach, FL 33480 No data

Documents

Name Date
ANNUAL REPORT 2024-04-26
REINSTATEMENT 2023-05-01
ANNUAL REPORT 2021-04-30
ANNUAL REPORT 2020-07-28
ANNUAL REPORT 2019-03-25
Foreign Limited 2018-08-20

Date of last update: 01 Feb 2025

Sources: Florida Department of State