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 |
---|---|---|
DANIEL CALABRO, JR., ESQ. | Agent | 6145 POST ROAD UNIT 6, NORTH KINGSTOWN, RI, 02816, USA |
Number | Name | File Date |
---|---|---|
202218497670 | Revocation Certificate For Failure to Maintain a Registered Office | 2022-06-14 |
202212908000 | Revocation Notice For Failure to Maintain a Registered Office | 2022-03-15 |
202212704260 | Registered Office Not Maintained | 2022-02-05 |
202106945230 | Annual Report | 2021-12-10 |
202106750870 | Revocation Notice For Failure to File An Annual Report | 2021-12-03 |
Date of last update: 02 Jun 2025
Sources: Rhode Island Department of State