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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BETHANY L DAVIS | TREASURER | 40 WESTMINSTER ST. PROVIDENCE, RI 02903 USA |
Name | Role | Address |
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JENNIFER WENTZEL | SECRETARY | 40 WESTMINSTER ST. PROVIDENCE, RI 02903 USA |
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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MICHELE SCALZO | ASSISTANT SECRETARY | 40 WESTMINSTER ST. PROVIDENCE, RI 02903 USA |
JANET FOGARTY | ASSISTANT SECRETARY | 40 WESTMINSTER ST. PROVIDENCE, RI 02903 USA |
Name | Role | Address |
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ROBERT L. HOTALING | PRESIDENT, DIRECTOR | 40 WESTMINSTER ST. PROVIDENCE, RI 02903 USA |
Name | Role | Address |
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DANA L. GOLDBERG | ASST. TREASURER, DIRECTOR | 40 WESTMINSTER ST. PROVIDENCE, RI 02903 USA |
Number | Name | File Date |
---|---|---|
202453243250 | Annual Report | 2024-04-30 |
202332550130 | Annual Report | 2023-04-07 |
202214916670 | Annual Report | 2022-04-15 |
202190056430 | Annual Report | 2021-02-05 |
202033120290 | Annual Report | 2020-01-27 |
Date of last update: 19 May 2025
Sources: Rhode Island Department of State