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 |
---|---|---|
SURESH SWAMINATHAN | PRESIDENT | 505 CENTRAL AVENUE PAWTUCKET, RI 02861 USA |
Name | Role | Address |
---|---|---|
DREW P. KAPLAN, ESQ. | Agent | ONE PARK ROW SUITE 300, PROVIDENCE, RI, 02903, USA |
Type | Date | Old Value | New Value |
---|---|---|---|
Conversion | 2020-08-01 | Teknor Financial Corporation | Teknor Financial Company LLC on 08-01-2020 |
Number | Name | File Date |
---|---|---|
202035776800 | Annual Report | 2020-03-02 |
201988196280 | Annual Report | 2019-03-05 |
201859697010 | Annual Report | 2018-03-02 |
201737403250 | Annual Report | 2017-03-03 |
201693540880 | Annual Report | 2016-03-01 |
Date of last update: 20 May 2025
Sources: Rhode Island Department of State