|
⚲
|
| Keyboard |
| Have RIA Inc
✚
|
|
|---|---|
| CRD # | 327137 |
| SEC # | 801-128320 |
| CIK # | |
| AUM | 160.8 M (2026-03-09) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 401-865-6900 |
| Address | 333 Westminster Street Providence, RI 02903 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 160.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 160.8 |
| By Discretionary | ||
| Discretionary | 1 | 160.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 160.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.8 | |
| Total | 1 | 160.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bishop Street Capital Management LLC
✚
|
HI | 166.5 M |
|
Burgess Chambers & Associates Inc
✚
|
FL | 165.9 M |
|
Vericimetry Advisors LLC
✚
|
164.1 M | |
|
Gadsden LLC
✚
|
PA | 161.8 M |
|
Capria Ventures LLC
✚
|
WA | 161.0 M |
|
Green Horizon Partners Capital LLC
✚
|
159.6 M | |
|
Mission Investment Advisors LLC
✚
|
158.1 M | |
|
MORK Capital Management LLC
✚
|
CA | 157.4 M |
|
Guggenheim Investments Loan Advisors LLC
✚
|
CT | 155.4 M |
|
BP Asset Management Inc
✚
|
NC | 155.3 M |