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 |
---|---|---|
MICHAEL F. SWEENEY, ESQ. | Agent | 321 SOUTH MAIN STREET 4TH FLOOR, PROVIDENCE, RI, 02903, USA |
Name | Role | Address |
---|---|---|
BRADLEY P. DORMAN | MANAGER | ONE TURKS HEAD PLACE, SUITE 1400 PROVIDENCE, RI 02903 USA |
Type | Date | Old Value | New Value |
---|---|---|---|
Name Change | 2007-08-31 | WhaleRock Capital Partners, LLC | WHALEROCK POINT PARTNERS, LLC |
Number | Name | File Date |
---|---|---|
202448555090 | Annual Report | 2024-03-14 |
202331164220 | Annual Report | 2023-03-20 |
202211834120 | Annual Report | 2022-03-01 |
202103393250 | Annual Report | 2021-10-18 |
202072369760 | Annual Report | 2020-11-06 |
Date of last update: 28 May 2025
Sources: Rhode Island Department of State