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BOSTON PORTFOLIO ADVISORS, INC. - Florida Company Profile

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Company Details

Entity Name: BOSTON PORTFOLIO ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

BOSTON PORTFOLIO ADVISORS, 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: 21 Aug 2006 (19 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 25 Mar 2024 (a year ago)
Document Number: P06000110371
FEI/EIN Number 042737945

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

Address: 327 PLAZA REAL, BOCA RATON, FL, 33432, US
Mail Address: 327 PLAZA REAL, BOCA RATON, FL, 33432, US
ZIP code: 33432
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
CALAHAN SCOTT C Director 327 PLAZA REAL, BOCA RATON, FL, 33432
CALAHAN SCOTT C Chairman 327 PLAZA REAL, BOCA RATON, FL, 33432
CALAHAN LINDA B Director 327 PLAZA REAL, BOCA RATON, FL, 33432
CALAHAN LINDA B Secretary 327 PLAZA REAL, BOCA RATON, FL, 33432
DALY DESIREE B Chief Compliance Officer 327 PLAZA REAL, BOCA RATON, FL, 33432
GLANFIELD THOMAS H Director 327 PLAZA REAL, BOCA RATON, FL, 33432
GLANFIELD THOMAS H President 327 PLAZA REAL, BOCA RATON, FL, 33432
GLANFIELD THOMAS H Agent 327 PLAZA REAL, BOCA RATON, FL, 33432

Commercial and government entity program

The The Commercial And Government Entity Code (CAGE) is assigned by the Department of Defense's Defense Logistics Agency (DLA) and represents your company's physical address for GSA's mailings, payments, and administrative records.

Note: A CAGE Code enables a company to contract with the U.S. government, allowing bid on government contracts and to receive government payments. Also for business this means that it's a Verified business entity and Has a validated physical address.

CAGE number:
3NEK3
Status:
Active
Type:
Non-Manufacturer
CAGE Update Date:
2025-01-31
CAGE Expiration:
2030-01-31
SAM Expiration:
2026-01-29

Contact Information

POC:
THOMAS GLANFIELD
Corporate URL:
http://www.bostonportfolio.com

Form 5500 Series

Employer Identification Number (EIN):
042737945
Plan Year:
2023
Number Of Participants:
36
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
26
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
23
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
20
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
24
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
REINSTATEMENT 2024-03-25 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2023-09-22 - -
REGISTERED AGENT ADDRESS CHANGED 2021-01-11 327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432 -
CHANGE OF PRINCIPAL ADDRESS 2021-01-11 327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432 -
CHANGE OF MAILING ADDRESS 2021-01-11 327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432 -
REGISTERED AGENT NAME CHANGED 2018-01-05 GLANFIELD, THOMAS H -
REINSTATEMENT 2018-01-05 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2017-09-22 - -
MERGER 2006-08-21 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 700000059077

Documents

Name Date
ANNUAL REPORT 2025-01-15
REINSTATEMENT 2024-03-25
ANNUAL REPORT 2022-01-12
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-01-04
REINSTATEMENT 2018-01-05
Reg. Agent Change 2016-11-14
ANNUAL REPORT 2016-01-15
Reg. Agent Change 2015-09-28

Paycheck Protection Program

Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
387075
Current Approval Amount:
387075
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
389779.22

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Date of last update: 01 Jun 2025

Sources: Florida Department of State