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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JONATHAN M. NELSON | DIRECTOR | 50 KENNEDY PLAZA,18TH FLOOR PROVIDENCE, RI 02903 USA |
Number | Name | File Date |
---|---|---|
202453963040 | Annual Report | 2024-05-07 |
202331525580 | Annual Report | 2023-03-23 |
202215492100 | Annual Report | 2022-04-22 |
202104884630 | Statement of Change of Registered/Resident Agent | 2021-11-09 |
202192323260 | Annual Report | 2021-02-21 |
Date of last update: 27 May 2025
Sources: Rhode Island Department of State