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 |
---|---|---|
STEPHEN J. DIGIANFILIPPO, ESQ. | Agent | 50 PARK ROW WEST SUITE 107, PROVIDENCE, RI, 02903, USA |
Name | Role | Address |
---|---|---|
RICHARD R LEPINE | PRESIDENT | 6 BLACKSTONE VALLEY PLACE, SUITE 101 LINCOLN, RI 02865 USA |
Number | Name | File Date |
---|---|---|
202451464990 | Annual Report | 2024-04-17 |
202451464620 | Statement of Change of Registered/Resident Agent Office | 2024-04-17 |
202330452580 | Annual Report | 2023-03-10 |
202212624720 | Annual Report | 2022-03-03 |
202193407590 | Annual Report | 2021-03-01 |
The Uniform Commercial Code (UCC) is a comprehensive set of laws governing all commercial transactions in the United States.
A UCC filing is a public notice of a secured transaction. A financing statement indicates a commercial agreement between a debtor and a
secured party.
Date of last update: 28 May 2025
Sources: Rhode Island Department of State