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 |
---|---|---|
CHRISTOPHER D. GRAHAM, ESQ. | Agent | EDWARDS WILDMAN PALMER LLP 2800 FINANCIAL PLAZA, PROVIDENCE, RI, 02903, USA |
Number | Name | File Date |
---|---|---|
202448205940 | Articles of Dissolution | 2024-03-11 |
202334545440 | Annual Report | 2023-04-28 |
202215241050 | Annual Report | 2022-04-18 |
202101596950 | Annual Report | 2021-09-15 |
202062052890 | Annual Report | 2020-10-02 |
Date of last update: 30 May 2025
Sources: Rhode Island Department of State