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 |
---|---|---|
CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
Name | Role | Address |
---|---|---|
CHRISTOPHER S GAFFNEY | Manager | 40 BEACON STREET, UNIT 3 BOSTON, MA 02108-3614 USA |
Number | Name | File Date |
---|---|---|
202325811330 | Certificate of Conversion | 2023-01-06 |
202209094330 | Annual Report | 2022-02-01 |
202100907090 | Annual Report | 2021-09-03 |
202051577900 | Annual Report | 2020-09-02 |
201917757960 | Annual Report | 2019-09-05 |
Date of last update: 21 May 2025
Sources: Rhode Island Department of State