TWO THIRTY ONE ADVISORS LLC
Legal name: 231 ADVISORS
CRD #316491 SEC #801-122815 BOSTON, MA 629-206-7055
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 13, 2021
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DILWORTH, JAMES, KENDALL | I | FOUNDING PARTNER | NA | Control |
| DILWORTH, JAMES, KENDALL | I | FOUNDING PARTNER | NA | Control |
| DILWORTH, JAMES, KENDALL | I | FOUNDING PARTNER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ENTWOOD HOLDINGS LLC | DE | OWNER | E | Control |
| ENTWOOD HOLDINGS LLC | DE | OWNER | E | Control |
| ENTWOOD HOLDINGS LLC | DE | OWNER | E | Control |
| BONNER, GARY, THOMAS | I | CHIEF OPERATING OFFICER | A | Control |
| BONNER, GARY, THOMAS | I | CHIEF OPERATING OFFICER | A | Control |
| HOLLEY, ANN TAYLOR | I | FOUNDING PARTNER | A | Control |
| HOLLEY, ANN TAYLOR | I | FOUNDING PARTNER | A | Control |
| HOLLEY, ANN TAYLOR | I | FOUNDING PARTNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DILWORTH, JAMES, KENDALL | I | ENTWOOD HOLDINGS LLC | F | Control |
| DILWORTH, JAMES, KENDALL | I | ENTWOOD HOLDINGS LLC | F | Control |
| DILWORTH, JAMES, KENDALL | I | ENTWOOD HOLDINGS LLC | F | Control |
| BEATTY, DAVID, LEE | I | ENTWOOD HOLDINGS LLC | D | Control |
| BEATTY, DAVID, LEE | I | ENTWOOD HOLDINGS LLC | D | Control |
| BEATTY, DAVID, LEE | I | ENTWOOD HOLDINGS LLC | D | Control |
Registrations
Federal
IA
Dec 13, 2021 REGISTERED
Notice Filings (2)
MA TN
Address
33 ARCH STREETSUITE 1700
BOSTON, MA 02110
United States
Phone: 629-206-7055