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  5. Napatree Capital LLC

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
Principal Address: 90 BEACH STREET, WESTERLY, RI, 02891, USA
Purpose: INVESTMENT ADVISORY

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

Companies doing Investment advice

Central Index Key

CIK number Mailing Address Business Address Phone
2015964 90 BEACH STREET, WESTERLY, RI, 02891 90 BEACH STREET, WESTERLY, RI, 02891 (401) 868-1115

Filings since 2024-11-12
Form type 13F-HR
File number 028-24035
Filing date 2024-11-12
Reporting date 2024-09-30
File View File

Filings since 2024-08-20
Form type N-PX
File number 028-24035
Filing date 2024-08-20
Reporting date 2024-06-30
File View File

Filings since 2024-08-13
Form type 13F-HR/A
File number 028-24035
Filing date 2024-08-13
Reporting date 2024-06-30
File View File

Filings since 2024-08-13
Form type 13F-HR
File number 028-24035
Filing date 2024-08-13
Reporting date 2024-06-30
File View File

Filings since 2024-05-13
Form type 13F-HR
File number 028-24035
Filing date 2024-05-13
Reporting date 2024-03-31
File View File

Filings since 2024-03-26
Form type 13F-HR
File number 028-24035
Filing date 2024-03-26
Reporting date 2023-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NAPATREE CAPITAL, LLC RETIREMENT PLAN 2023 824308500 2024-07-05 NAPATREE CAPITAL, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4018681115
Plan sponsor’s address 90 BEACH ST, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2024-07-05
Name of individual signing JEFFREY M LIGUORI
Valid signature Filed with authorized/valid electronic signature
NAPATREE CAPITAL, LLC RETIREMENT PLAN 2022 824308500 2023-07-14 NAPATREE CAPITAL, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4018681115
Plan sponsor’s address 275 PROMENADE ST, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2023-07-14
Name of individual signing JEFFREY M LIGUORI
Valid signature Filed with authorized/valid electronic signature
NAPATREE CAPITAL, LLC RETIREMENT PLAN 2021 824308500 2022-09-27 NAPATREE CAPITAL, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4018681115
Plan sponsor’s address 275 PROMENADE ST, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2022-09-27
Name of individual signing JEFFREY LIGUORI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-27
Name of individual signing JEFFREY M LIGUORI
Valid signature Filed with authorized/valid electronic signature
NAPATREE CAPITAL, LLC RETIREMENT PLAN 2021 824308500 2022-09-13 NAPATREE CAPITAL, LLC 6
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4018681115
Plan sponsor’s address 27 PROMENADE ST, PROVIDENCE, RI, 02903

Signature of
Role Plan administrator
Date 2022-09-13
Name of individual signing JEFFREY LIGUORI
Valid signature Filed with authorized/valid electronic signature
NAPATREE CAPITAL, LLC RETIREMENT PLAN 2020 824308500 2021-07-26 NAPATREE CAPITAL, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4018681115
Plan sponsor’s address 27 PROMENADE ST, PROVIDENCE, RI, 02903
NAPATREE CAPITAL, LLC RETIREMENT PLAN 2019 824308500 2020-07-31 NAPATREE CAPITAL, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 4018681115
Plan sponsor’s address 27 PROMENADE ST, PROVIDENCE, RI, 02903

Agent

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

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
202194915490 Annual Report 2021-03-24
202194099550 Revocation Notice For Failure to File An Annual Report 2021-03-16
201925514850 Annual Report 2019-10-28
201857675740 Articles of Organization 2018-02-06

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6157268407 2021-02-10 0165 PPS 275 Promenade St Ste 122, Providence, RI, 02908-5755
Loan Status Date 2021-08-13
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 61100
Loan Approval Amount (current) 61100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120245
Servicing Lender Name Bank Rhode Island
Servicing Lender Address One Turks Head Place, PROVIDENCE, RI, 02903-2219
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Providence, PROVIDENCE, RI, 02908-5755
Project Congressional District RI-02
Number of Employees 5
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 120245
Originating Lender Name Bank Rhode Island
Originating Lender Address PROVIDENCE, RI
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 61371.56
Forgiveness Paid Date 2021-07-23
8042867010 2020-04-08 0165 PPP 275 PROMENADE ST ste 122, PROVIDENCE, RI, 02908-5700
Loan Status Date 2021-05-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 61100
Loan Approval Amount (current) 61100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120245
Servicing Lender Name Bank Rhode Island
Servicing Lender Address One Turks Head Place, PROVIDENCE, RI, 02903-2219
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address PROVIDENCE, PROVIDENCE, RI, 02908-5700
Project Congressional District RI-02
Number of Employees 5
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 120245
Originating Lender Name Bank Rhode Island
Originating Lender Address PROVIDENCE, RI
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 61716.09
Forgiveness Paid Date 2021-04-21

Related by officers

E. COLBY CAMERON, ESQ.

AC Holdings, Inc. The Chisholm RIP Corp. CHOQUETTE & CO., INC. CHURCH TRAVEL AGENCY, INC. Certified Automotive, Inc. Memorial X-Ray Services, Ltd. Periodontics, Inc. D. L. Thurrott RIP, Inc. Sinel, Wilfand & Vinci, Certified Public Accountants, Inc. O'NEILL MEDICAL, INC.

Related by address

No related companies by address

Date of last update: 27 Oct 2024

Sources: Rhode Island Department of State

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