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 |
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CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
Name | Role | Address |
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JONATHAN M. NELSON | OFFICER | 50 KENNEDY PLAZA,18TH FLOOR PROVIDENCE, RI 02903 USA |
Name | Role | Address |
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PAUL J. SALEM | DIRECTOR | 50 KENNEDY PLAZA,18TH FLOOR PROVIDENCE, RI 02903 USA |
GLENN M. CREAMER | DIRECTOR | 50 KENNEDY PLAZA,18TH FLOOR PROVIDENCE, RI 02903 USA |
Number | Name | File Date |
---|---|---|
202044385820 | Application for Certificate of Withdrawal | 2020-07-08 |
202035434070 | Annual Report | 2020-02-28 |
201985686270 | Annual Report | 2019-01-31 |
201877461220 | Statement of Change of Registered/Resident Agent | 2018-09-14 |
201857583630 | Annual Report | 2018-02-05 |
Date of last update: 19 May 2025
Sources: Rhode Island Department of State