| Name: | CERITY PARTNERS OCIO LLC |
| Legal type: | Kentucky Limited Liability Company |
| Status: | Active |
| Standing: | Good |
| Profit or Non-Profit: | Profit |
| File Date: | 01 Jun 2009 (16 years ago) |
| Organization Date: | 01 Jun 2009 (16 years ago) |
| Last Annual Report: | 28 Mar 2024 (a year ago) |
| Managed By: | Members |
| Organization Number: | 0730960 |
| Industry: | Business Services |
| Number of Employees: | Large (100+) |
| ZIP code: | 40245 |
| City: | Louisville, Coldstream, Worthington Hills, Worthngtn... |
| Primary County: | Jefferson County |
| Principal Office: | 2201 HIGH WICKHAM PLACE, LOUISVILLE, KY 40245 |
| Place of Formation: | KENTUCKY |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1519611 | 99 PARK AVENUE, 16TH FLOOR, NEW YORK, NY, 10016 | 99 PARK AVENUE, 16TH FLOOR, NEW YORK, NY, 10016 | 212-850-4260 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2024-11-12 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-30
| Form type | N-PX |
| File number | 028-14480 |
| Filing date | 2024-08-30 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-13
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2024-08-13 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2023-02-02
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2023-02-02 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-20
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2022-10-20 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-26
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2022-07-26 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-27
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2022-04-27 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-28
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2022-01-28 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-10
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2021-11-10 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-03
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2021-08-03 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-06
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2021-05-06 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-11
| Form type | 13F-HR/A |
| File number | 028-14480 |
| Filing date | 2021-02-11 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2021-02-10
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2021-02-10 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-04
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2020-11-04 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-12
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2020-08-12 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-11
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2020-05-11 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-11
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2020-02-11 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-13
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2019-11-13 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-13
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2019-08-13 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-14
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2019-05-14 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-14
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2019-02-14 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-14
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2018-11-14 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-13
| Form type | 13F-HR/A |
| File number | 028-14480 |
| Filing date | 2018-08-13 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-08-13
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2018-08-13 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-04
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2018-05-04 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-14
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2018-02-14 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-13
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2017-11-13 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-08
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2017-08-08 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-11
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2017-05-11 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-14
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2017-02-14 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-08
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2016-11-08 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-11
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2016-08-11 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-06
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2016-05-06 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-10
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2016-02-10 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-11-10
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2015-11-10 |
| Reporting date | 2015-09-30 |
| File | View File |
Filings since 2015-08-12
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2015-08-12 |
| Reporting date | 2015-06-30 |
| File | View File |
Filings since 2015-05-15
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2015-05-15 |
| Reporting date | 2015-03-31 |
| File | View File |
Filings since 2015-02-09
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2015-02-09 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-11-06
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2014-11-06 |
| Reporting date | 2014-09-30 |
| File | View File |
Filings since 2014-08-08
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2014-08-08 |
| Reporting date | 2014-06-30 |
| File | View File |
Filings since 2014-05-12
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2014-05-12 |
| Reporting date | 2014-03-31 |
| File | View File |
Filings since 2014-02-12
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2014-02-12 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-11-13
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2013-11-13 |
| Reporting date | 2013-09-30 |
| File | View File |
Filings since 2013-08-19
| Form type | 13F-HR/A |
| File number | 028-14480 |
| Filing date | 2013-08-19 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-08-09
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2013-08-09 |
| Reporting date | 2013-06-30 |
| File | View File |
Filings since 2013-05-16
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2013-05-16 |
| Reporting date | 2013-03-31 |
| File | View File |
Filings since 2013-02-12
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2013-02-12 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-11-14
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2012-11-14 |
| Reporting date | 2012-09-30 |
| File | View File |
Filings since 2012-08-14
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2012-08-14 |
| Reporting date | 2012-06-30 |
| File | View File |
Filings since 2012-05-09
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2012-05-09 |
| Reporting date | 2012-03-31 |
| File | View File |
Filings since 2012-02-13
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2012-02-13 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-11-10
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2011-11-10 |
| Reporting date | 2011-09-30 |
| File | View File |
Filings since 2011-08-05
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2011-08-05 |
| Reporting date | 2011-06-30 |
| File | View File |
Filings since 2011-05-25
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2011-05-25 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2011-05-16
| Form type | 13F-HR |
| File number | 028-14480 |
| Filing date | 2011-05-16 |
| Reporting date | 2011-03-31 |
| File | View File |
| LEI number | Registered As | Jurisdiction Of Formation | General Category | Entity Status | Entity created at | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 254900SMZEC2VMDRS725 | 0730960 | US-KY | GENERAL | ACTIVE | 2009-06-01 | |||||||||||||||||||
|
||||||||||||||||||||||||
| Legal | C/O C T CORPORATION SYSTEM, 306 W. MAIN STREET, SUITE 512, FRANKFORT, US-KY, US, 40601 |
| Headquarters | 2201 HIGH WICKHAM PLACE, LOUISVILLE, US-KY, US, 40245 |
Registration details
| Registration Date | 2024-05-30 |
| Last Update | 2024-05-30 |
| Status | ISSUED |
| Next Renewal | 2025-05-30 |
| LEI Issuer | 5493001KJTIIGC8Y1R12 |
| Corroboration Level | FULLY_CORROBORATED |
| Data Validated As | 0730960 |
| Name | Role |
|---|---|
| DAVID B. PERKINS | Organizer |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Registered Agent |
| Name | Role |
|---|---|
| Cerity Partners LLC | Member |
| Name | Action |
|---|---|
| (NQ) VIGOR NEWCO, LLC | Merger |
| ARGI INVESTMENT SERVICES, LLC | Old Name |
| Name | File Date |
|---|---|
| Articles of Merger | 2024-06-17 |
| Amendment | 2024-04-12 |
| Annual Report | 2024-03-28 |
| Registered Agent name/address change | 2023-11-17 |
| Annual Report | 2023-04-10 |
| Annual Report | 2022-06-16 |
| Annual Report | 2021-06-14 |
| Annual Report | 2020-06-01 |
| Registered Agent name/address change | 2019-05-31 |
| Principal Office Address Change | 2019-05-31 |
Sources: Kentucky Secretary of State
