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 |
---|---|---|
R. JASON RESMINI, ESQ. | Agent | 365 EDDY STREET 2ND FLOOR, PROVIDENCE, RI, 02903, USA |
Number | Name | File Date |
---|---|---|
202444065070 | Annual Report | 2024-01-16 |
202326435030 | Annual Report | 2023-01-23 |
202208508270 | Statement of Change of Registered/Resident Agent Office | 2022-01-24 |
202208507840 | Annual Report | 2022-01-24 |
202104417810 | Annual Report - Amended | 2021-11-01 |
Date of last update: 02 Jun 2025
Sources: Rhode Island Department of State