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 |
---|---|---|
REGISTERED AGENT SOLUTIONS, INC. | Agent | 222 JEFFERSON BLVD. SUITE 200, WARWICK, RI, 02888, USA |
Name | Role | Address |
---|---|---|
GARY F JOYAL | Manager | 4755 TECHNOLOGY WAY, SUITE 205 BOCA RATON, FL 33431 USA |
Number | Name | File Date |
---|---|---|
202445942640 | Annual Report | 2024-02-08 |
202444928230 | Statement of Change of Registered/Resident Agent | 2024-01-29 |
202331842920 | Annual Report | 2023-03-28 |
202211007830 | Annual Report | 2022-02-16 |
202107363970 | Annual Report | 2021-12-23 |
Date of last update: 02 Jun 2025
Sources: Rhode Island Department of State