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 |
---|---|---|
MARK B. BARDORF | Agent | 36 WASHINGTON SQUARE, NEWPORT, RI, 02840, USA |
Number | Name | File Date |
---|---|---|
202190177450 | Articles of Dissolution | 2021-02-05 |
202070981270 | Annual Report | 2020-11-04 |
201929070000 | Annual Report | 2019-11-29 |
201927676600 | Statement of Change of Registered/Resident Agent | 2019-11-18 |
201881159940 | Articles of Organization | 2018-11-14 |
Date of last update: 03 Jun 2025
Sources: Rhode Island Department of State