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BERTRAM INVESTMENTS, INC. - Florida Company Profile

Company Details

Entity Name: BERTRAM INVESTMENTS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

BERTRAM INVESTMENTS, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation 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: 23 Jun 2005 (20 years ago)
Document Number: P05000090185
FEI/EIN Number 01-0838869

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

Address: 600 S. Dixie Hwy, Suite 258, WEST PALM BEACH, FL, 33401, US
Mail Address: P.O. Box 403, Palm Beach, FL, 33480, US
ZIP code: 33401
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
CROCKER BERTRAM Director 600 S. Dixie Hwy., WEST PALM BEACH, FL, 33401
CROCKER BERTRAM President 600 S. Dixie Hwy., WEST PALM BEACH, FL, 33401
CROCKER BERTRAM Secretary 600 S. Dixie Hwy, WEST PALM BEACH, FL, 33401
CROCKER BERTRAM Treasurer 600 S. Dixie Hwy, WEST PALM BEACH, FL, 33401
CROCKER BERTRAM Agent 600 S. Dixie Hwy, WEST PALM BEACH, FL, 33401

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000059877 BERTRAM PROPERTIES PALM BEACH EXPIRED 2017-05-31 2022-12-31 - P.O. BOX 403, PALM BEACH, FL, 33480
G08064900334 BERTRAM PROPERTIES PALM BEACH EXPIRED 2008-03-04 2013-12-31 - 311 ELLAMAR RD, WEST PALM BEACH, FL, 33405

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2017-04-26 600 S. Dixie Hwy, Suite 258, WEST PALM BEACH, FL 33401 -
CHANGE OF MAILING ADDRESS 2017-04-26 600 S. Dixie Hwy, Suite 258, WEST PALM BEACH, FL 33401 -
REGISTERED AGENT ADDRESS CHANGED 2017-04-26 600 S. Dixie Hwy, Suite 258, WEST PALM BEACH, FL 33401 -

Documents

Name Date
ANNUAL REPORT 2024-04-28
ANNUAL REPORT 2023-05-05
AMENDED ANNUAL REPORT 2022-05-01
ANNUAL REPORT 2022-04-29
ANNUAL REPORT 2021-04-24
ANNUAL REPORT 2020-04-26
ANNUAL REPORT 2019-04-25
ANNUAL REPORT 2018-04-22
ANNUAL REPORT 2017-04-26
ANNUAL REPORT 2016-04-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4976478503 2021-02-26 0455 PPP 600 S Dixie Hwy, West Palm Beach, FL, 33401-5824
Loan Status Date 2023-01-05
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 8062
Loan Approval Amount (current) 8062
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address West Palm Beach, PALM BEACH, FL, 33401-5824
Project Congressional District FL-22
Number of Employees 1
NAICS code 531210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 67422
Originating Lender Name First Horizon Bank
Originating Lender Address MEMPHIS, TN
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 8204.43
Forgiveness Paid Date 2022-12-12

Date of last update: 02 Feb 2025

Sources: Florida Department of State