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 |
---|---|---|
LEGALINC CORPORATE SERVICES INC. | Agent | 222 JEFFERSON BLVD. SUITE 200, WARWICK, RI, 02888, USA |
Number | Name | File Date |
---|---|---|
202457828020 | Annual Report | 2024-07-11 |
202456347180 | Revocation Notice For Failure to File An Annual Report | 2024-06-18 |
202335573640 | Annual Report | 2023-05-12 |
202217814360 | Articles of Organization | 2022-05-25 |
202572414960 | Annual Report | 2025-04-30 |
Date of last update: 15 May 2025
Sources: Rhode Island Department of State