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Napatree Capital LLC

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
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

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

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
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
5
Sponsors 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

Paycheck Protection Program

Date Approved:
2021-02-10
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
61100
Current Approval Amount:
61100
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
61371.56
Date Approved:
2020-04-08
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
61100
Current Approval Amount:
61100
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
61716.09

Date of last update: 02 Jun 2025

Sources: Rhode Island Department of State