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WPT Capital Advisors, LLC

Company Details

Name: WPT Capital Advisors, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Foreign)
Status: Active / In Good Standing
Date formed: 14 Oct 2021 (3 years ago)
Company Number: 0044ab6d-012d-ec11-91b3-00155d32b93a
File Number: 1263805700027
Principal Place of Business Address: 150 S 5th Street, Suite 2675, Minneapolis, MN 55402, United States
Registered Office Address: 2780 Snelling Avenue N, Suite 101, Roseville, MN 55113, USA
Principal Executive Office Address: 150 S 5TH ST STE 2675, MINNEAPOLIS, MN 55402–1251, United States
ZIP code: 55113
County: Ramsey County
Place of Formation: Delaware

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WPT CAPITAL ADVISORS, LLC 401(K) PLAN 2023 872964216 2024-10-14 WPT CAPITAL ADVISORS, LLC 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 531310
Sponsor’s telephone number 6128008511
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 2675, MINNEAPOLIS, MN, 55402
WPT CAPITAL ADVISORS, LLC 401(K) PLAN 2022 872964216 2023-07-25 WPT CAPITAL ADVISORS, LLC 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 531310
Sponsor’s telephone number 6128008530
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 2675, MINNEAPOLIS, MN, 55402

Signature of

Role Plan administrator
Date 2023-07-25
Name of individual signing JUDD GILATS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-25
Name of individual signing JUDD GILATS
Valid signature Filed with authorized/valid electronic signature
WPT CAPITAL ADVISORS, LLC 401(K) PLAN 2021 872964216 2022-10-12 WPT CAPITAL ADVISORS, LLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 531310
Sponsor’s telephone number 6128008530
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 2675, MINNEAPOLIS, MN, 55402

Signature of

Role Plan administrator
Date 2022-10-12
Name of individual signing JUDD GILATS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-12
Name of individual signing JUDD GILATS
Valid signature Filed with authorized/valid electronic signature
WPT CAPITAL ADVISORS, LLC 401(K) PLAN 2020 811033152 2021-09-24 WPT CAPITAL ADVISORS, LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 531310
Sponsor’s telephone number 6128008530
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 2675, MINNEAPOLIS, MN, 55402

Signature of

Role Plan administrator
Date 2021-09-24
Name of individual signing JUDD GILATS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-09-24
Name of individual signing JUDD GILATS
Valid signature Filed with authorized/valid electronic signature
WPT CAPITAL ADVISORS, LLC 401(K) PLAN 2019 811033152 2020-07-31 WPT CAPITAL ADVISORS, LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 531310
Sponsor’s telephone number 9528977700
Plan sponsor’s address 150 SOUTH 5TH STREET, SUITE 2675, MINNEAPOLIS, MN, 55402

Signature of

Role Plan administrator
Date 2020-07-31
Name of individual signing JUDD GILATS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-31
Name of individual signing JUDD GILATS
Valid signature Filed with authorized/valid electronic signature
WPT CAPITAL ADVISORS, LLC 401(K) PLAN 2018 811033152 2019-06-21 WPT CAPITAL ADVISORS, LLC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 531310
Sponsor’s telephone number 9528977700
Plan sponsor’s address 3033 EXCELSIOR BLVD, SUITE 330, MINNEAPOLIS, MN, 55416

Signature of

Role Plan administrator
Date 2019-06-21
Name of individual signing MARK SPOTTS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-21
Name of individual signing MARK SPOTTS
Valid signature Filed with authorized/valid electronic signature
WPT CAPITAL ADVISORS, LLC 401(K) PLAN 2017 811033152 2018-07-25 WPT CAPITAL ADVISORS, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 531310
Sponsor’s telephone number 6128008513
Plan sponsor’s address 3033 EXCELSIOR BLVD, SUITE 330, MINNEAPOLIS, MN, 55416

Signature of

Role Plan administrator
Date 2018-07-25
Name of individual signing JUDD GILATS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-25
Name of individual signing JUDD GILATS
Valid signature Filed with authorized/valid electronic signature
WPT CAPITAL ADVISORS, LLC 401(K) PLAN 2016 811033152 2017-05-23 WPT CAPITAL ADVISORS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 531310
Sponsor’s telephone number 9528977700
Plan sponsor’s address 4350 BAKER ROAD, SUITE 400, MINNETONKA, MN, 553438695

Signature of

Role Plan administrator
Date 2017-05-23
Name of individual signing DENNIS HEIEIE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-23
Name of individual signing DENNIS HEIEIE
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Matthew Cimino Manager STE 2675, 150 S 5TH ST, MINNEAPOLIS, MN 55402–1251, USA

Agent

Name Role
Corporation Service Company Agent

Filing

Filing Name Filing date
Global Registered Office and/or Agent - Limited Liability Company (Foreign) 2024-10-01
Amendment - Limited Liability Company (Foreign) (Business Name: WPT Capital Advisors, LLC) 2021-10-20
Original Filing - Limited Liability Company (Foreign) (Business Name: W Newco Holdco LLC) 2021-10-14

Date of last update: 01 Jan 2025

Sources: Minnesota's Official State Website