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Napatree Capital LLC

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Company Details

Name: Napatree Capital LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 06 Feb 2018 (7 years ago)
Identification Number: 001681243
ZIP code: 02891
City: Westerly
County: Washington County
Purpose: INVESTMENT ADVISORY
Principal Address: Google Maps Logo 90 BEACH STREET, WESTERLY, RI, 02891, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Agent

Name Role Address
E. COLBY CAMERON, ESQ. Agent CAMERON & MITTLEMAN LLP 301 PROMENADE STREET, PROVIDENCE, RI, 02908, USA

Central Index Key

CIK number:
0002015964
Phone:
(401) 868-1115

Latest Filings

Form type:
13F-HR
File number:
028-24035
Filing date:
2025-05-02
File:
Form type:
13F-HR
File number:
028-24035
Filing date:
2025-02-11
File:
Form type:
13F-HR
File number:
028-24035
Filing date:
2024-11-12
File:
Form type:
N-PX
File number:
028-24035
Filing date:
2024-08-20
File:
Form type:
13F-HR/A
File number:
028-24035
Filing date:
2024-08-13
File:

Form 5500 Series

Employer Identification Number (EIN):
824308500
Plan Year:
2023
Number Of Participants:
5
Sponsor's telephone number:
Plan Administrator / Signatory:
JEFFREY M LIGUORI(Plan administrator)
Plan Year:
2022
Number Of Participants:
4
Sponsor's telephone number:
Plan Administrator / Signatory:
JEFFREY M LIGUORI(Plan administrator)
Plan Year:
2021
Number Of Participants:
6
Sponsor's telephone number:
Plan Administrator / Signatory:
JEFFREY LIGUORI(Plan administrator)
JEFFREY M LIGUORI(Employer/plan sponsor)
Plan Year:
2021
Number Of Participants:
6
Sponsor's telephone number:
Plan Administrator / Signatory:
JEFFREY LIGUORI(Plan administrator)
Plan Year:
2020
Number Of Participants:
5
Sponsor's telephone number:

Filings

Number Name File Date
202449081110 Annual Report 2024-03-21
202331825950 Annual Report - Amended 2023-03-28
202326788820 Annual Report 2023-01-27
202105674050 Annual Report 2021-11-29
202102576960 Annual Report 2021-10-04

Uniform Commercial Code

Uniform Commercial Code Summary

Type:
UCC-3 TERMINATION
UCC Filing Number:
Filing Date:
2025-04-01
Action:
TerminationSecuredParty

Parties

Party Name:
Napatree Capital LLC
Party Role:
Debtor(s)

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
Filing Date:
2023-12-01
Action:
InitialFiling

Parties

Party Name:
Napatree Capital LLC
Party Role:
Debtor(s)
Party Name:
NEW VALLEY BANK & TRUST
Party Role:
Secured Parties

Paycheck Protection Program

Jobs Reported:
5
Initial Approval Amount:
$61,100
Date Approved:
2021-02-10
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$61,100
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$61,371.56
Servicing Lender:
Bank Rhode Island
Use of Proceeds:
Payroll: $61,097
Utilities: $1
Jobs Reported:
5
Initial Approval Amount:
$61,100
Date Approved:
2020-04-08
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$61,100
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$61,716.09
Servicing Lender:
Bank Rhode Island
Use of Proceeds:
Payroll: $61,100

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Date of last update: 15 Jul 2025

Sources: Rhode Island Department of State