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 |
---|---|---|
LORI J. LOUSARARIAN, ESQ. | Agent | 301 PROMENADE STREET, PROVIDENCE, RI, 02908, USA |
Name | Role | Address |
---|---|---|
JOSEPH V. GALLAGHER III | MANAGER | 402 ANGELL STREET PROVIDENE, RI 02906 USA |
ROBERT J. MACCINI | MANAGER | 34 NARRAGANSETT AVENUE, SUITE 4 JAMESTOWN, RI 02835 USA |
Number | Name | File Date |
---|---|---|
202444628680 | Annual Report | 2024-01-24 |
202328782790 | Annual Report | 2023-02-18 |
202212240560 | Annual Report | 2022-03-06 |
202105293440 | Annual Report | 2021-11-23 |
202066031990 | Annual Report | 2020-10-18 |
Date of last update: 30 May 2025
Sources: Rhode Island Department of State