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 |
---|---|---|
RACHELLE RENFRO GREEN, ESQ. | Agent | 225 DYER STREET 2ND FLOOR, PROVIDENCE, RI, 02903, USA |
Name | Role | Address |
---|---|---|
THE BOTTLES GROUP, LLC | MANAGER | 141 PITMAN STREET PROVIDENCE, RI 02906 USA |
A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly
traded on U.S. stock exchanges, File reports with the SEC.
Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must
comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR
database.
Number | Name | File Date |
---|---|---|
202445293490 | Annual Report | 2024-02-01 |
202328712670 | Annual Report | 2023-02-17 |
202222132060 | Statement of Change of Registered/Resident Agent Office | 2022-08-14 |
202215263980 | Annual Report | 2022-04-20 |
202101501170 | Annual Report | 2021-09-14 |
Date of last update: 02 Jun 2025
Sources: Rhode Island Department of State