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THE RICE PARTNERSHIP, LLC
CRD 135701 · SEC 801-64438
1099 ALAKEA STREET, SUITE 2510, HONOLULU, HI, 96813, United States
Phone
808-585-7788
Fax
808-585-7784
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$985.5M
Discretionary AUM
$950.7M
Team
11 total employees; 10 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersGENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 207 | $100.6M |
| High net worth individuals | 204 | $768.2M |
| Pension/profit sharing plans | 5 | $11.3M |
| Charitable organizations | 11 | $70.3M |
| Corporations/business entities | 15 | $35.1M |
States served
CA, OR, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD