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 |
---|---|---|
ZACHARY G. DARROW, ESQ. | Agent | ONE TURKS HEAD PLACE SUITE 1200, PROVIDENCE, RI, 02903, USA |
Name | Role | Address |
---|---|---|
RALPH A. PALUMBO | MANAGER | 117 METRO CENTER BOULEVARD, STE. 1007 WARWICK, RI 02816 USA |
Number | Name | File Date |
---|---|---|
202448376280 | Annual Report | 2024-03-12 |
202333853050 | Annual Report | 2023-04-25 |
202105633930 | Annual Report | 2021-12-01 |
202198587990 | Articles of Organization | 2021-06-24 |
202570687690 | Annual Report | 2025-04-21 |
Date of last update: 14 May 2025
Sources: Rhode Island Department of State