|
⚲
|
| Rice Financial Consulting Inc
✚
|
|
|---|---|
| CRD # | 170346 |
| SEC # | 801-107140 |
| CIK # | |
| AUM | $206.1 MM (2024-06-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 408-354-3400 |
| Address | 300 E Main Street Los Gatos, CA 95030 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 56.5 |
| (b) Individuals (high net worth individuals) | 62 | 149.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 337 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 337 | 206.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 337 | 206.1 |
| Total | 337 | 206.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.1 | |
| Total | 337 | 206.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Renaissance Capital LLC
✚
|
CT | 0.2 |
|
Cove Capital Management Inc
✚
|
TN | 0.2 |
|
OT Management LLC
✚
|
MA | 0.2 |
|
SG Trading Solutions LLC
✚
|
UT | 0.2 |
|
Hmount Asset Management HK Limited
✚
|
0.2 | |
|
Hudson Canyon Capital Management LLC
✚
|
NY | 0.2 |
|
VSV Management LLC
✚
|
FL | 0.2 |
|
DFC Preferred Advisors LLC
✚
|
MT | 0.2 |
|
EKON Advisors LLC
✚
|
MO | 0.2 |
|
Concinnity Advisors LP
✚
|
FL | 0.2 |