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 |
---|---|---|
CORPORATION SERVICE COMPANY | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
Name | Role | Address |
---|---|---|
DAI SHI | TREASURER | SUITE 600 777 N CAPITOL ST NE WASHINGTON, DC 20002 USA |
Name | Role | Address |
---|---|---|
BRIAN CLARKE | DIRECTOR | SUITE 600 777 N CAPITOL ST NE WASHINGTON, DC 20002 USA |
MONA MIYASATO | DIRECTOR | SUITE 600 777 N CAPITOL ST NE WASHINGTON, DC 20002 USA |
JOSEPH COYNE | DIRECTOR | SUITE 600 777 N CAPITOL ST NE WASHINGTON, DC 20002 USA |
TROY BROWN | DIRECTOR | SUITE 600 777 N CAPITOL ST NE WAHINGTON, DC 20002 USA |
MARC OTT | DIRECTOR | SUITE 600 777 N CAPITOL ST NE WASHINGTON, DC 20002 USA |
CYNTHIA STEER | DIRECTOR | SUITE 600 777 N CAPITOL ST NE WASHINGTON, DC 20002 USA |
OPAL MAULDIN-JONES | DIRECTOR | SUITE 600 777 N CAPITOL ST NE WASHINGTON, DC 20002 USA |
ANDRE ROBINSON | DIRECTOR | SUITE 600 777 N CAPITOL ST NE WASHINGTON, DC 20002 USA |
Name | Role | Address |
---|---|---|
ANGELA MONTEZ | SECRETARY | SUITE 600 777 N CAPITOL ST NE WASHINGTON, DC 20002 USA |
Name | Role | Address |
---|---|---|
ANDRE ROBINSON | PRESIDENT | SUITE 600 777 N CAPITOL ST NE WASHINGTON, DC 20002 USA |
Number | Name | File Date |
---|---|---|
202453417840 | Annual Report | 2024-04-30 |
202334489230 | Annual Report | 2023-04-28 |
202216601240 | Annual Report | 2022-05-02 |
202198084200 | Fictitious Business Name Statement | 2021-06-09 |
202197921010 | Annual Report | 2021-06-08 |
Date of last update: 18 May 2025
Sources: Rhode Island Department of State