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 |
---|---|---|
CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
Name | Role | Address |
---|---|---|
SHAUN BISHOP | MANAGER | 101 MONTGOMERY STREET STE 2350 SAN FRANCISCO, CA 94104 USA |
PATRICK CAHILL | MANAGER | 101 MONTGOMERY STREET STE 2350 SAN FRANCISCO, CA 94104 USA |
Number | Name | File Date |
---|---|---|
202075998840 | Certificate of Cancellation | 2020-11-18 |
202056841600 | Annual Report | 2020-09-21 |
201924790570 | Annual Report | 2019-10-18 |
201877891900 | Annual Report | 2018-09-20 |
201750576540 | Annual Report | 2017-09-27 |
Date of last update: 30 May 2025
Sources: Rhode Island Department of State