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 |
---|---|---|
JOHN PARISEAULT, ESQ | Agent | 100 WESTMINSTER STREET SUITE 1500 C/O HINCKLEY ALLEN & SNYDER LLP, PROVIDENCE, RI, 02903, USA |
Number | Name | File Date |
---|---|---|
202455096070 | Annual Report | 2024-05-30 |
202326077690 | Annual Report | 2023-01-17 |
202216566350 | Annual Report | 2022-05-01 |
202100592610 | Annual Report | 2021-08-31 |
202051247100 | Annual Report | 2020-09-01 |
Date of last update: 31 May 2025
Sources: Rhode Island Department of State