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 |
---|---|---|
LIBERATI & PERETTI, LLP | Agent | 1536 WESTMINSTER STREET, PROVIDENCE, RI, 02909, USA |
Number | Name | File Date |
---|---|---|
201875103960 | Articles of Dissolution | 2018-08-21 |
201751226660 | Annual Report | 2017-10-09 |
201609666860 | Annual Report | 2016-09-30 |
201588869250 | Annual Report | 2015-12-03 |
201448724390 | Annual Report | 2014-10-22 |
Date of last update: 28 May 2025
Sources: Rhode Island Department of State