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  5. KOVITZ INVESTMENT GROUP PARTNERS, LLC

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Company Details

Entity Name: KOVITZ INVESTMENT GROUP PARTNERS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 28 Dec 2015
Company Number: LLC_05390745
File Number: 05390745
Type of Management: Member Managed
Date Status Change: 02 Oct 2024
Address 875 3RD AVENUE, 28TH FLOOR, NEW YORK, 10022, NY
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' 2023 475657416 2024-06-03 KOVITZ INVESTMENT GROUP PARTNERS 112
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 523900
Sponsor’s telephone number 3123347327
Plan sponsor’s address 71 SOUTH WACKER DRIVE, SUITE 1860, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2024-06-03
Name of individual signing SARAH KASPER
Valid signature Filed with authorized/valid electronic signature
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' 2023 475657416 2024-09-13 KOVITZ INVESTMENT GROUP PARTNERS 112
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 523900
Sponsor’s telephone number 3123347327
Plan sponsor’s address 71 SOUTH WACKER DRIVE, SUITE 1860, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2024-09-13
Name of individual signing SARAH KASPER
Valid signature Filed with authorized/valid electronic signature
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM 2022 475657416 2023-09-15 KOVITZ INVESTMENT GROUP PARTNERS 101
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 523900
Sponsor’s telephone number 3123347354
Plan sponsor’s address 71 SOUTH WACKER DRIVE, SUITE 1860, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2023-09-15
Name of individual signing JESSICA CUNNICK
Valid signature Filed with authorized/valid electronic signature
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM 2021 475657416 2022-10-12 KOVITZ INVESTMENT GROUP PARTNERS 94
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 523900
Sponsor’s telephone number 3123347300
Plan sponsor’s address 71 SOUTH WACKER DRIVE, SUITE 1860, CHICAGO, IL, 60606

Signature of
Role Plan administrator
Date 2022-10-12
Name of individual signing JESSICA CUNNICK
Valid signature Filed with authorized/valid electronic signature
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM 2020 475657416 2021-07-30 KOVITZ INVESTMENT GROUP PARTNERS 92
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 523900
Sponsor’s telephone number 3123347354
Plan sponsor’s address 115 S LASALLE STREET 27TH FLOOR, CHICAGO, IL, 60603

Signature of
Role Plan administrator
Date 2021-07-30
Name of individual signing JESSICA CUNNICK
Valid signature Filed with authorized/valid electronic signature
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM 2019 475657416 2020-10-12 KOVITZ INVESTMENT GROUP PARTNERS 76
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 523900
Sponsor’s telephone number 3123347354
Plan sponsor’s address 115 S LASALLE STREET 27TH FLOOR, CHICAGO, IL, 60603

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing JESSICA CUNNICK
Valid signature Filed with authorized/valid electronic signature
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM 2018 475657416 2019-10-08 KOVITZ INVESTMENT GROUP PARTNERS 80
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 523900
Sponsor’s telephone number 3123347354
Plan sponsor’s address 115 S LASALLE STREET 27TH FLOOR, CHICAGO, IL, 60603

Signature of
Role Plan administrator
Date 2019-10-08
Name of individual signing JESSICA CUNNICK
Valid signature Filed with authorized/valid electronic signature
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM 2017 475657416 2018-07-25 KOVITZ INVESTMENT GROUP PARTNERS 56
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 523900
Sponsor’s telephone number 3123347354
Plan sponsor’s address 115 S LASALLE STREET 27TH FLOOR, CHICAGO, IL, 60603

Signature of
Role Plan administrator
Date 2018-07-25
Name of individual signing JESSICA CUNNICK
Valid signature Filed with authorized/valid electronic signature
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREM 2016 475657416 2017-10-16 KOVITZ INVESTMENT GROUP PARTNERS 56
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-10-01
Business code 523900
Sponsor’s telephone number 3123347354
Plan sponsor’s address 115 S LASALLE STREET 27TH FLOOR, CHICAGO, IL, 60603

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing JESSICA CUNNICK
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
C T CORPORATION SYSTEM, 208 SO LASALLE ST, SUITE 814, CHICAGO, 60604, COOK-NOT IN CITY OF CHICAGO Agent 2015-12-28

Manager

Name and Address Role Account Number Appointment Date
Robert Contreras Manager 409573 No data
FOCUS OPERATING, LLC, 875 3RD AVENUE, 28TH FLOOR, NEW YORK, NY, 10022 Manager No data 2024-10-02

President

Name and Address Role Account Number
Theodore Rupp President 409573

Shareholder

Name and Address Role Account Number
FOCUS OPERATING, LLC Shareholder 409573

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
BUSINESS LICENSE 2780653 Issued 1010 Limited Business License 897 - Financial Services Commercial Office 2024-07-26 2024-09-16 2026-09-15
PUBLIC ACCOUNTANT 158002797 No data No data PUBLIC ACCOUNTANT CE SPONSOR No data 2024-06-14 2024-06-14 2024-12-31
BUSINESS LICENSE 2488353 Cancelled 1010 Limited Business License 602 - Administrative Commercial Office 2020-09-29 2020-09-16 2022-09-15

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
MY PERSONAL BOOKKEEPER Assumed name 2024-08-16 No data No data No data
A1 FRANK FUND Assumed name 2023-11-27 No data No data No data
NORCAP, A KOVITZ DIVISION Assumed name 2019-03-26 2021-02-11 Involuntary cancellation No data
AL FRANK FUND Assumed name 2019-03-26 2021-02-11 Involuntary cancellation No data
AFAM CAPITAL Assumed name 2019-03-26 2021-02-11 Involuntary cancellation No data
AFAM, A KOVITZ DIVISION Assumed name 2019-02-21 2021-02-11 Involuntary cancellation No data
KOVITZ INVESTMENT GROUP Assumed name 2017-07-20 2021-02-11 Involuntary cancellation No data

Related by officers

Robert Contreras

KOVITZ INSURANCE SERVICES, LLC

Theodore Rupp

KOVITZ INSURANCE SERVICES, LLC

FOCUS OPERATING, LLC

KOVITZ SECURITIES, LLC KOVITZ INSURANCE SERVICES, LLC CONNECTUS WEALTH, LLC

C T CORPORATION SYSTEM, 208 SO LASALLE ST, SUITE 814, CHICAGO, 60604, COOK-NOT IN CITY OF CHICAGO

TRADELINK L.L.C. DOUGLAS MACHINE LIMITED LIABILITY COMPANY GENERAL ELECTRIC COMPANY BP CORPORATION NORTH AMERICA INC. COATS & CLARK'S SALES CORPORATION ALFA LAVAL, INC. SCOVILL INC. N L INDUSTRIES, INC. INDUSTRIAL GENERAL CORPORATION PRATT & LAMBERT UNITED, INC.

FOCUS OPERATING, LLC, 875 3RD AVENUE, 28TH FLOOR, NEW YORK, NY, 10022

STRATEGIC WEALTH PARTNERS GROUP, LLC RELATIVE VALUE PARTNERS GROUP, LLC BUCKINGHAM STRATEGIC PARTNERS, LLC BARTLETT & CO. WEALTH MANAGEMENT LLC FOCUS OPERATING, LLC SEASONS OF ADVICE INSURANCE SERVICES, LLC XML SECURITIES, LLC

Related by address

875 3RD AVENUE, 28TH FLOOR, NEW YORK, 10022, NY

VESTOR CAPITAL, LLC STRATEGIC WEALTH PARTNERS GROUP, LLC RELATIVE VALUE PARTNERS GROUP, LLC BARTLETT & CO. WEALTH MANAGEMENT LLC FOCUS OPERATING, LLC SEASONS OF ADVICE INSURANCE SERVICES, LLC ALLEY INVESTMENT MANAGEMENT COMPANY, LLC ANCORA INSURANCE SOLUTIONS LLC XML SECURITIES, LLC

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State

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