Roberts Investment Holdings LLC
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| 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 |
| City: | East Greenwich |
| 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: |
455 HUNTERS CROSSING, EAST GREENWICH, RI, 02818, USA
|
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 |
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Date of last update: 17 Jul 2025
Sources: Rhode Island Department of State