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Roberts Investment Holdings LLC

Company Details

Name: Roberts Investment Holdings LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 14 Nov 2022 (3 years ago)
Identification Number: 001748609
ZIP code: 02818
County: Kent County
Purpose: THE GENERAL CHARACTER OF THE BUSINESS OF THE LLC IS TO INVEST AND REINVEST IN SECURITIES OF DIFFERENT TYPES AND CLASSES, INCLUDING, WITHOUT IN ANY WAY LIMITING THE GENERALITY THEREOF, MUTUAL FUNDS, STOCKS, BONDS, NOTES, DEBENTURES, BROKERAGE ACCOUNTS (INCLUDING MARGIN ACCOUNTS), INVESTMENT COMPANIES, PARTNERSHIP INTERESTS, LIMITED LIABILITY COMPANY INTERESTS, TRUSTS, REAL ESTATE OR OTHER PROPERTY WITHOUT LIMITATION OR RESTRICTION. THE LLC MAY BORROW AND LEND MONEY, WITH AND WITHOUT INTEREST OR COLLATERAL. IN ADDITION, THE LLC IS ALSO FORMED FOR THE OBJECT AND PURPOSES OF ENGAGING IN ANY LAWFUL ACT OR ACTIVITY FOR WHICH LIMITED LIABILITY COMPANIES MAY BE FORMED UNDER THE ACT AND ENGAGING IN ANY AND ALL ACTIVITIES NECESSARY OR INCIDENTAL TO THE FOREGOING.
Principal Address: Google Maps Logo 455 HUNTERS CROSSING, EAST GREENWICH, RI, 02818, USA

Industry & Business Activity

NAICS

523920 Portfolio Management

This 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

Agent

Name Role Address
JONATHAN C. ROBERTS Agent 455 HUNTERS CROSSING, EAST GREENWICH, RI, 02818, USA

MANAGER

Name Role Address
JONATHAN C. ROBERTS MANAGER 455 HUNTERS CROSSING EAST GREENWICH, RI 02818 USA

Filings

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