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 |
---|---|---|
JOSEPH A. ANESTA | Agent | 301 PROMENADE STREET, PROVIDENCE, RI, 02908, USA |
Name | Role | Address |
---|---|---|
RUSSELL J. JEFFREY | MANAGER | 500 EXCHANGE STREET, SUITE 1200 PROVIDENCE, RI 02903 USA |
Number | Name | File Date |
---|---|---|
202210137150 | Articles of Dissolution | 2022-02-11 |
202103655600 | Annual Report | 2021-10-22 |
202069617010 | Annual Report | 2020-10-29 |
201922748780 | Annual Report | 2019-10-04 |
201879067240 | Annual Report | 2018-10-09 |
Date of last update: 21 May 2025
Sources: Rhode Island Department of State