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 |
---|---|---|
JONATHAN C. ROBERTS | Agent | 455 HUNTERS CROSSING, EAST GREENWICH, RI, 02818, USA |
Name | Role | Address |
---|---|---|
JONATHAN C. ROBERTS | MANAGER | 455 HUNTERS CROSSING EAST GREENWICH, RI 02818 USA |
Number | Name | File Date |
---|---|---|
202451591920 | Annual Report | 2024-04-19 |
202340038880 | Annual Report | 2023-08-01 |
202337017340 | Revocation Notice For Failure to File An Annual Report | 2023-06-16 |
202224666770 | Articles of Organization | 2022-11-14 |
202561991320 | Annual Report | 2025-01-06 |
Date of last update: 15 May 2025
Sources: Rhode Island Department of State