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| Happy Holidays!! thanks for using AUM13F!! |
| Rice Financial Consulting Inc
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|---|---|
| CRD # | 170346 |
| SEC # | 801-107140 |
| CIK # | |
| AUM | $230.7 M (2025-03-31) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 408-354-3400 |
| Address | 300 E Main Street Los Gatos, CA 95030 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 62.5 |
| (b) Individuals (high net worth individuals) | 60 | 160.1 |
| (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 | 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 | 12 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 348 | 230.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 348 | 230.7 |
| Total | 348 | 230.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.7 | |
| Total | 348 | 230.7 |
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|---|---|---|
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✚
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CA | 0.2 |
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Hudson Canyon Capital Management LLC
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NY | 0.2 |
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Millbank Dartmoor Portsmouth LLC
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NC | 0.2 |
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Thornburg Bow River Advisers LLC
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CO | 0.2 |
|
Corazon Group LLC
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IL | 0.2 |
|
Meros Investment Management LP
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|
TX | 0.2 |
|
Alternative Fund Advisors LLC
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MA | 0.2 |
|
Steelhead Capital Management LLC
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|
TX | 0.2 |
|
Windmark Investment Partners Inc
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|
DE | 0.2 |
|
Union Square Capital Partners LLC
✚
|
PA | 0.2 |