| Entity Name: | SB FRIEDMAN DEVELOPMENT ADVISORS, LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 30 Dec 2021 |
| Company Number: | LLC_11258271 |
| File Number: | 11258271 |
| Type of Management: | Manager Managed |
| Date Status Change: | 12 Nov 2024 |
| Address | 70 W. MADISON STREET, SUITE 3700, CHICAGO, 60602, IL |
| Place of Formation: | ILLINOIS |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | SB FRIEDMAN DEVELOPMENT ADVISORS, LLC, NEW YORK | 7381239 | NEW YORK |
| Headquarter of | SB FRIEDMAN DEVELOPMENT ADVISORS, LLC, FLORIDA | F18000005008 | FLORIDA |
| Headquarter of | SB FRIEDMAN DEVELOPMENT ADVISORS, LLC, FLORIDA | M22000003222 | FLORIDA |
| Unique Entity ID | Expiration Date | Physical Address | Mailing Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| CHNECX3LJ2C1 | 2024-06-12 | 70 W MADISON ST, SUITE 3700, CHICAGO, IL, 60602, 4312, USA | 70 W MADISON ST, SUITE 3700, CHICAGO, IL, 60602, 4312, USA | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| URL | www.sbfriedman.com |
| Congressional District | 07 |
| State/Country of Incorporation | IL, USA |
| Activation Date | 2023-06-22 |
| Initial Registration Date | 2016-02-09 |
| Entity Start Date | 2021-12-30 |
| Fiscal Year End Close Date | Dec 31 |
Service Classifications
| NAICS Codes | 531390, 541611, 541690 |
Points of Contacts
| Electronic Business | |
|---|---|
| Title | PRIMARY POC |
| Name | CAROLYN HINES |
| Role | OFFICE MANAGER |
| Address | 70 W MADISON ST, SUITE 3700, CHICAGO, IL, 60602, USA |
| Title | ALTERNATE POC |
| Name | GRACE KIM |
| Address | 221 N LASALLE ST, SUITE 820, CHICAGO, IL, 60601, USA |
| Government Business | |
|---|---|
| Title | PRIMARY POC |
| Name | GRACE KIM |
| Role | MARKETING DIRECTOR |
| Address | 70 W MADISON ST, SUITE 3700, CHICAGO, IL, 60602, USA |
| Title | ALTERNATE POC |
| Name | CAROLYN HINES |
| Role | OFFICE MANAGER |
| Address | 221 N LASALLE ST, SUITE 820, CHICAGO, IL, 60601, USA |
| Past Performance | |
|---|---|
| Title | PRIMARY POC |
| Name | GRACE KIM |
| Role | MARKETING DIRECTOR |
| Address | 221 N LA SALLE STREET, SUITE 820, CHICAGO, IL, 60601, USA |
| Title | ALTERNATE POC |
| Name | FRAN L ROOD |
| Role | PARTNER |
| Address | 70 W MADISON ST, SUITE 3700, CHICAGO, IL, 60602, USA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1616512 | SUITE 820, 221 N. LASALLE STREET, CHICAGO, IL, 60601 | SUITE 820, 221 N. LASALLE STREET, CHICAGO, IL, 60601 | 312-424-4250 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | MA-A |
| File number | 867-00435 |
| Filing date | 2024-01-10 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-01-13
| Form type | MA-A |
| File number | 867-00435 |
| Filing date | 2023-01-13 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-30
| Form type | MA/A |
| File number | 867-00435 |
| Filing date | 2022-11-30 |
| File | View File |
Filings since 2022-11-30
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2022-11-30 |
| File | View File |
Filings since 2022-11-30
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2022-11-30 |
| File | View File |
Filings since 2022-11-30
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2022-11-30 |
| File | View File |
Filings since 2022-11-30
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2022-11-30 |
| File | View File |
Filings since 2022-11-30
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2022-11-30 |
| File | View File |
Filings since 2022-03-03
| Form type | MA/A |
| File number | 867-00435 |
| Filing date | 2022-03-03 |
| File | View File |
Filings since 2022-03-03
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2022-03-03 |
| File | View File |
Filings since 2022-03-03
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2022-03-03 |
| File | View File |
Filings since 2022-03-03
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2022-03-03 |
| File | View File |
Filings since 2022-03-03
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2022-03-03 |
| File | View File |
Filings since 2022-03-03
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2022-03-03 |
| File | View File |
Filings since 2022-02-02
| Form type | MA/A |
| File number | 867-00435 |
| Filing date | 2022-02-02 |
| File | View File |
Filings since 2021-01-22
| Form type | MA-A |
| File number | 867-00435 |
| Filing date | 2021-01-22 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-01-09
| Form type | MA-A |
| File number | 867-00435 |
| Filing date | 2020-01-09 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-01-07
| Form type | MA-A |
| File number | 867-00435 |
| Filing date | 2019-01-07 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2019-01-07
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2019-01-07 |
| File | View File |
Filings since 2017-09-15
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2017-09-15 |
| File | View File |
Filings since 2017-09-15
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2017-09-15 |
| File | View File |
Filings since 2017-06-23
| Form type | MA-A |
| File number | 867-00435 |
| Filing date | 2017-06-23 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2017-06-22
| Form type | MA-I/A |
| File number | 868-02628 |
| Filing date | 2017-06-22 |
| File | View File |
Filings since 2016-03-18
| Form type | MA-A |
| File number | 867-00435 |
| Filing date | 2016-03-18 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-03-25
| Form type | MA-A |
| File number | 867-00435 |
| Filing date | 2015-03-25 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-08-28
| Form type | MA-I |
| File number | 868-02628 |
| Filing date | 2014-08-28 |
| File | View File |
Filings since 2014-08-15
| Form type | MA-I |
| File number | 868-02628 |
| Filing date | 2014-08-15 |
| File | View File |
Filings since 2014-08-14
| Form type | MA-I |
| File number | 868-02628 |
| Filing date | 2014-08-14 |
| File | View File |
Filings since 2014-08-14
| Form type | MA-I |
| File number | 868-02628 |
| Filing date | 2014-08-14 |
| File | View File |
Filings since 2014-08-14
| Form type | MA-I |
| File number | 868-02628 |
| Filing date | 2014-08-14 |
| File | View File |
Filings since 2014-08-12
| Form type | MA |
| File number | 867-00435 |
| Filing date | 2014-08-12 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| S.B. FRIEDMAN DEVELOPMENT ADVISORS RETIREMENT PLAN | 2023 | 363743752 | 2024-04-23 | SB FRIEDMAN DEVELOPMENT ADVISORS, LLC | 31 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-04-23 |
| Name of individual signing | GEOFFREY DICKINSON |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-04-23 |
| Name of individual signing | GEOFFREY DICKINSON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-02-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 3124244250 |
| Plan sponsor’s address | 70 WEST MADISON STREET, SUITE 3700, CHICAGO, IL, 606024312 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-31 |
| Name of individual signing | GEOFF DICKINSON |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-05-31 |
| Name of individual signing | GEOFF DICKINSON |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-02-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 3124244260 |
| Plan sponsor’s address | 221 NORTH LASALLE ST., SUITE 820, CHICAGO, IL, 60601 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-06 |
| Name of individual signing | STEPHEN B FRIEDMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-02-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 3124244260 |
| Plan sponsor’s address | 221 NORTH LASALLE ST., SUITE 820, CHICAGO, IL, 60601 |
Signature of
| Role | Plan administrator |
| Date | 2021-06-11 |
| Name of individual signing | STEPHEN B FRIEDMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-06-11 |
| Name of individual signing | STEPHEN B FRIEDMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-02-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 3124244260 |
| Plan sponsor’s address | 221 NORTH LASALLE ST., SUITE 820, CHICAGO, IL, 60601 |
Signature of
| Role | Plan administrator |
| Date | 2020-06-03 |
| Name of individual signing | STEPHEN FRIEDMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-02-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 3124244260 |
| Plan sponsor’s address | 221 NORTH LASALLE ST., SUITE 820, CHICAGO, IL, 60601 |
Signature of
| Role | Plan administrator |
| Date | 2019-06-20 |
| Name of individual signing | STEPHEN B. FRIEDMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-02-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 3124244260 |
| Plan sponsor’s address | 221 NORTH LASALLE ST., SUITE 820, CHICAGO, IL, 60601 |
Signature of
| Role | Plan administrator |
| Date | 2018-05-30 |
| Name of individual signing | STEPHEN B FRIEDMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-02-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 3124244260 |
| Plan sponsor’s address | 221 NORTH LASALLE ST., SUITE 820, CHICAGO, IL, 60601 |
Signature of
| Role | Plan administrator |
| Date | 2017-07-18 |
| Name of individual signing | STEPHEN B FRIEDMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2017-07-18 |
| Name of individual signing | STEPHEN B FRIEDMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-02-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 3124244260 |
| Plan sponsor’s address | 221 NORTH LASALLE ST., SUITE 820, CHICAGO, IL, 60601 |
Signature of
| Role | Plan administrator |
| Date | 2016-07-26 |
| Name of individual signing | STEPHEN FRIEDMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-02-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 3124244260 |
| Plan sponsor’s address | 221 NORTH LASALLE ST., SUITE 820, CHICAGO, IL, 60601 |
Signature of
| Role | Plan administrator |
| Date | 2015-07-07 |
| Name of individual signing | STEPHEN B FRIEDMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2015-07-07 |
| Name of individual signing | STEPHEN B FRIEDMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| JAY P. TARSHIS, 161 N. CLARK STREET STE 4200, CHICAGO, 60601 | Agent | 2021-12-30 |
| Name and Address | Role | Account Number | Appointment Date |
|---|---|---|---|
| TONY SMITH, 70 W. MADISON STREET, SUITE 3700, CHICAGO, IL, 60602 | Manager | No data | 2024-11-12 |
| RANADIP BOSE, 70 W. MADISON STREET, SUITE 3700, CHICAGO, IL, 60602 | Manager | No data | 2024-11-12 |
| GEOFFREY H. DICKINSON, 70 W. MADISON STREET, SUITE 3700, CHICAGO, IL, 60602 | Manager | No data | 2024-11-12 |
| STEPHEN B. FRIEDMAN, 70 W. MADISON STREET, SUITE 3700, CHICAGO, IL, 60602 | Manager | No data | 2024-11-12 |
| FRAN LEFOR ROOD, 70 W. MADISON STREET, SUITE 3700, CHICAGO, IL, 60602 | Manager | No data | 2024-11-12 |
| Stephen B Friedman | Manager | 15802 | No data |
| Name and Address | Role | Account Number |
|---|---|---|
| Lance Dorn | Member | 15802 |
| SBF 2 Corp | Member | 15802 |
| Geoffrey Dickinson | Member | 15802 |
| Ranadip Bose | Member | 15802 |
| Tony Smith | Member | 15802 |
| Ryan Hagerty | Member | 15802 |
| Name and Address | Role | Account Number |
|---|---|---|
| Fran Rood | Managing member | 15802 |
| License Type | License Number | Status | License Code | License Description | Business Activity | Date Issued | Effective Date | Expiration Date |
|---|---|---|---|---|---|---|---|---|
| BUSINESS LICENSE | 2895546 | Issued | 1010 | Limited Business License | 619 - Business and Management Consulting | 2024-08-02 | 2024-09-16 | 2026-09-15 |
| BUSINESS LICENSE | 39338 | Cancelled | 1010 | Limited Business License | No data | 2022-09-13 | 2022-09-16 | 2024-09-15 |
| Name | Type | Effective Date | Cancellation Date | Cancellation Type | Last Renewal Date |
|---|---|---|---|---|---|
| S.B. FRIEDMAN & COMPANY | Assumed name | 2022-02-17 | No data | No data | No data |
Date of last update: 16 Jan 2025
