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The Rice Partnership, LLC

● SEC registered since 2005CRD 135701SEC# 801-64438Honolulu, HI
Export (members)
Reg. AUM
$785.8M
Employees
11
Accounts
1,096
Location
Honolulu, HI

The Rice Partnership, LLC assets under management

The Rice Partnership, LLC is an investment advisory firm registered with the SEC based in Honolulu, HI. The firm has been registered since 2005. It reports $785.8 million in regulatory assets under management and employs 11 people.

The Rice Partnership, LLC owners & executives

7 reported
NameTitleOwnershipSince
Ashley Jane WilkenSenior Wealth Manager, Portfolio Manager5-10%2024
Bonnie F. Rice, Ttee of the Bonnie F. Rice Trust Dated December 17, 1992 ControlOwnerOver 75%2018
Bonnie Flower Rice ControlMember/Chief Compliance OfficerOver 75%2008
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Frequently asked questions

How much does The Rice Partnership, LLC manage?

The Rice Partnership, LLC reports $785.8 million in regulatory assets under management on its Form ADV.

How many employees does The Rice Partnership, LLC have?

The Rice Partnership, LLC reports 11 employees.

Where is The Rice Partnership, LLC located?

The Rice Partnership, LLC is based in Honolulu, HI and has been SEC-registered since 2005.

Does The Rice Partnership, LLC disclose fund performance?

The Rice Partnership, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1099 Alakea Street, Suite 2510, Honolulu, HI 96813
Phone808-585-7788
Fax808-585-7784
Office hours6a.m. To 4p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$752.7M
Non-discretionary$33.1M
Total (RAUM)$785.8M