ASSUREDPARTNERS FINANCIAL SERVICES, LLC
Legal name: ASSUREDPARTNERS FINANCIAL SERVICES
CRD #304454 SEC #801-117771 LAKE MARY, FL 407-708-0050
SEC Registered Broker-Dealer
Total AUM
--
Discretionary
--
Employees
2
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARTOLETTI, DANTE PAUL | I | FINOP | NA | |
| BARTOLETTI, DANTE PAUL | I | FINOP | NA | |
| BARTOLETTI, DANTE PAUL | I | FINOP | NA | |
| CALLAHAM, JUSTIN P. | I | PRESIDENT / CCO | NA | Control |
| CALLAHAM, JUSTIN P. | I | PRESIDENT / CCO | NA | Control |
| CALLAHAM, JUSTIN P. | I | PRESIDENT / CCO | NA | Control |
| HENDERSON, JIMMY WILSON | I | ELECTED MANAGER | NA | Control |
| HENDERSON, JIMMY WILSON | I | ELECTED MANAGER | NA | Control |
| HENDERSON, JIMMY WILSON | I | ELECTED MANAGER | NA | Control |
| KINNETT, STANLEY K | I | SECRETARY | NA | Control |
| KINNETT, STANLEY K | I | SECRETARY | NA | Control |
| KINNETT, STANLEY K | I | SECRETARY | NA | Control |
| MCCLURE, JEFFREY MILTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MCCLURE, JEFFREY MILTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MCCLURE, JEFFREY MILTON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RILEY, THOMAS EUGENE | I | ELECTED MANAGER | NA | Control |
| RILEY, THOMAS EUGENE | I | ELECTED MANAGER | NA | Control |
| RILEY, THOMAS EUGENE | I | ELECTED MANAGER | NA | Control |
| VRENDENBURG, PAUL ANDREW | I | ELECTED MANAGER | NA | Control |
| VRENDENBURG, PAUL ANDREW | I | ELECTED MANAGER | NA | Control |
| VRENDENBURG, PAUL ANDREW | I | ELECTED MANAGER | NA | Control |
| ASSUREDPARTNERS CAPITAL, INC. | DE | SOLE MEMBER | E | Control |
| ASSUREDPARTNERS CAPITAL, INC. | DE | SOLE MEMBER | E | Control |
| ASSUREDPARTNERS CAPITAL, INC. | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| APAX IX GP CO. LIMITED | FE | APAX IX USD GP L.P. INC. | F | Control |
| APAX IX GP CO. LIMITED | FE | APAX IX USD GP L.P. INC. | F | Control |
| APAX IX GP CO. LIMITED | FE | APAX IX USD GP L.P. INC. | F | Control |
| APAX IX USD GP L.P. INC. | FE | APAX IX USD L.P. | F | Control |
| APAX IX USD GP L.P. INC. | FE | A9 USD (FEEDER) L.P. | F | Control |
| APAX IX USD GP L.P. INC. | FE | APAX IX USD L.P. | F | Control |
| APAX IX USD GP L.P. INC. | FE | A9 USD (FEEDER) L.P. | F | Control |
| APAX IX USD GP L.P. INC. | FE | APAX IX USD L.P. | F | Control |
| APAX IX USD GP L.P. INC. | FE | A9 USD (FEEDER) L.P. | F | Control |
| CRESSWELL, SIMON BERNARD | I | HIRZEL IV PURPOSE TRUST | F | Control |
| CRESSWELL, SIMON BERNARD | I | HIRZEL IV PURPOSE TRUST | F | Control |
| CRESSWELL, SIMON BERNARD | I | HIRZEL IV PURPOSE TRUST | F | Control |
| GTCR INVESTMENT XII LLC | DE | GTCR PARTNERS XII/A&C L.P. | F | Control |
| GTCR INVESTMENT XII LLC | DE | GTCR PARTNERS XII/A&C L.P. | F | Control |
| GTCR INVESTMENT XII LLC | DE | GTCR PARTNERS XII/A&C L.P. | F | Control |
| GTCR PARTNERS XII/A&C LP | DE | GTCR FUND XII/A LP | F | Control |
| GTCR PARTNERS XII/A&C LP | DE | GTCR FUND XII/A LP | F | Control |
| GTCR PARTNERS XII/A&C LP | DE | GTCR FUND XII/A LP | F | Control |
| GUILLE, ANDREW WILLIAM | I | HIRZEL IV PURPOSE TRUST | F | Control |
| GUILLE, ANDREW WILLIAM | I | HIRZEL IV PURPOSE TRUST | F | Control |
| GUILLE, ANDREW WILLIAM | I | HIRZEL IV PURPOSE TRUST | F | Control |
| THE ASSUREDPARTNERS GROUP GP, LLC | DE | THE ASSUREDPARTNERS GROUP LP | F | Control |
| THE ASSUREDPARTNERS GROUP GP, LLC | DE | THE ASSUREDPARTNERS GROUP LP | F | Control |
| THE ASSUREDPARTNERS GROUP GP, LLC | DE | THE ASSUREDPARTNERS GROUP LP | F | Control |
| WARD, JACQUELINE MARY LE MAITRE | I | HIRZEL IV PURPOSE TRUST | F | Control |
| WARD, JACQUELINE MARY LE MAITRE | I | HIRZEL IV PURPOSE TRUST | F | Control |
| WARD, JACQUELINE MARY LE MAITRE | I | HIRZEL IV PURPOSE TRUST | F | Control |
| YOGI BERRA AGGREGATOR GP CO. LIMITED | FE | YOGI BERRA AGGREGATOR L.P. | F | Control |
| YOGI BERRA AGGREGATOR GP CO. LIMITED | FE | YOGI BERRA AGGREGATOR L.P. | F | Control |
| YOGI BERRA AGGREGATOR GP CO. LIMITED | FE | YOGI BERRA AGGREGATOR L.P. | F | Control |
| APAX GUERNSEY (HOLDCO) PCC LIMITED APAX IX CELL | FE | APAX IX GP CO. LIMITED | E | Control |
| APAX GUERNSEY (HOLDCO) PCC LIMITED APAX IX CELL | FE | APAX IX GP CO. LIMITED | E | Control |
| APAX GUERNSEY (HOLDCO) PCC LIMITED APAX IX CELL | FE | APAX IX GP CO. LIMITED | E | Control |
| APAX IX GP CO. LIMITED | FE | YOGI BERRA AGGREGATOR GP CO. LIMITED | E | Control |
| APAX IX GP CO. LIMITED | FE | YOGI BERRA AGGREGATOR GP CO. LIMITED | E | Control |
| APAX IX GP CO. LIMITED | FE | YOGI BERRA AGGREGATOR GP CO. LIMITED | E | Control |
| ASSUREDPARTNERS, INC. | DE | ASSUREDPARTNERS CAPITAL, INC. | E | Control |
| ASSUREDPARTNERS, INC. | DE | ASSUREDPARTNERS CAPITAL, INC. | E | Control |
| ASSUREDPARTNERS, INC. | DE | ASSUREDPARTNERS CAPITAL, INC. | E | Control |
| DOLPHIN MIDCO, INC. | DE | ASSUREDPARTNERS, INC. | E | Control |
| DOLPHIN MIDCO, INC. | DE | ASSUREDPARTNERS, INC. | E | Control |
| DOLPHIN MIDCO, INC. | DE | ASSUREDPARTNERS, INC. | E | Control |
| DOLPHIN TOPCO, INC. | DE | DOLPHIN MIDCO, INC. | E | Control |
| DOLPHIN TOPCO, INC. | DE | DOLPHIN MIDCO, INC. | E | Control |
| DOLPHIN TOPCO, INC. | DE | DOLPHIN MIDCO, INC. | E | Control |
| HIRZEL IV PURPOSE TRUST | FE | APAX GUERNSEY (HOLDCO) PCC LIMITED APAX IX CELL | E | Control |
| HIRZEL IV PURPOSE TRUST | FE | APAX GUERNSEY (HOLDCO) PCC LIMITED APAX IX CELL | E | Control |
| HIRZEL IV PURPOSE TRUST | FE | APAX GUERNSEY (HOLDCO) PCC LIMITED APAX IX CELL | E | Control |
| THE ASSUREDPARTNERS GROUP LP | DE | DOLPHIN TOPCO, INC. | E | Control |
| THE ASSUREDPARTNERS GROUP LP | DE | DOLPHIN TOPCO, INC. | E | Control |
| THE ASSUREDPARTNERS GROUP LP | DE | DOLPHIN TOPCO, INC. | E | Control |
| APAX IX USD L.P. | FE | YOGI BERRA AGGREGATOR L.P. | D | |
| APAX IX USD L.P. | FE | YOGI BERRA AGGREGATOR L.P. | D | |
| APAX IX USD L.P. | FE | YOGI BERRA AGGREGATOR L.P. | D | |
| GTCR (AP) INVESTORS LP | DE | THE ASSUREDPARTNERS GROUP LP | D | Control |
| GTCR (AP) INVESTORS LP | DE | THE ASSUREDPARTNERS GROUP LP | D | Control |
| GTCR (AP) INVESTORS LP | DE | THE ASSUREDPARTNERS GROUP LP | D | Control |
| GTCR PARTNERS XII/A&C LP | DE | THE ASSUREDPARTNERS GROUP GP, LLC | D | Control |
| GTCR PARTNERS XII/A&C LP | DE | THE ASSUREDPARTNERS GROUP GP, LLC | D | Control |
| GTCR PARTNERS XII/A&C LP | DE | THE ASSUREDPARTNERS GROUP GP, LLC | D | Control |
| YOGI BERRA AGGREGATOR GP CO. LIMITED | FE | THE ASSUREDPARTNERS GROUP GP, LLC | D | Control |
| YOGI BERRA AGGREGATOR GP CO. LIMITED | FE | THE ASSUREDPARTNERS GROUP GP, LLC | D | Control |
| YOGI BERRA AGGREGATOR GP CO. LIMITED | FE | THE ASSUREDPARTNERS GROUP GP, LLC | D | Control |
| A9 USD (FEEDER) L.P. | FE | APAX IX USD L.P. | C | |
| A9 USD (FEEDER) L.P. | FE | APAX IX USD L.P. | C | |
| A9 USD (FEEDER) L.P. | FE | APAX IX USD L.P. | C | |
| GTCR FUND XII/A LP | DE | GTCR (AP) INVESTORS LP | C | Control |
| GTCR FUND XII/A LP | DE | GTCR (AP) INVESTORS LP | C | Control |
| GTCR FUND XII/A LP | DE | GTCR (AP) INVESTORS LP | C | Control |
| YOGI BERRA AGGREGATOR LP | FE | THE ASSUREDPARTNERS GROUP LP | C | |
| YOGI BERRA AGGREGATOR LP | FE | THE ASSUREDPARTNERS GROUP LP | C | |
| YOGI BERRA AGGREGATOR LP | FE | THE ASSUREDPARTNERS GROUP LP | C |
Registrations
Federal
IA
Feb 19, 2020 REGISTERED
Notice Filings (24)
AZ CA CT FL IA IL IN KS KY LA MD MI MN NC NE NJ NV OR SC TX VA WA WI WV
Address
200 COLONIAL CENTER PARKWAYSUITE 140
LAKE MARY, FL 32746
United States
Phone: 407-708-0050