NAICS
523920 Portfolio ManagementThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Learn more at the U.S. Census Bureau
Name | Role | Address |
---|---|---|
JAY N. ROSENSTEIN | Agent | 8 GLEN DRIVE, PROVIDENCE, RI, 02906, USA |
Name | Role | Address |
---|---|---|
JAY ROSENSTEIN | PRESIDENT | PO BOX 9567 PROVIDENCE, RI 02940 USA |
Number | Name | File Date |
---|---|---|
202448932990 | Annual Report | 2024-03-13 |
202328038950 | Annual Report | 2023-02-07 |
202214300640 | Annual Report | 2022-04-04 |
202192960500 | Annual Report | 2021-02-24 |
202035202570 | Annual Report | 2020-02-24 |
Date of last update: 17 May 2025
Sources: Rhode Island Department of State