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| Happy Holidays!! thanks for using AUM13F!! |
| The Rice Partnership LLC
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| CRD # | 135701 |
| SEC # | 801-64438 |
| CIK # | 0001736736 |
| AUM | $785.8 M (2025-03-27) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 808-585-7788 |
| Address | 1099 Alakea Street Honolulu, HI 96813 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 43.7 | ||
| Apple Inc | 39.7 | ||
| Microsoft Corp | 35.6 | ||
| J P Morgan Chase & Co | 31.3 | ||
| Nvidia Corp | 24.0 | ||
| Amazon Com Inc | 19.8 | ||
| Netflix Inc | 16.8 | ||
| American Express Co | 15.5 | ||
| Lilly Eli & Co | 14.5 | ||
| Eaton Corp Ltd | 13.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 80.0 |
| (b) Individuals (high net worth individuals) | 177 | 599.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.9 |
| (h) Charitable organizations | 9 | 65.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 31.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,096 | 785.8 |
| By Discretionary | ||
| Discretionary | 1,093 | 752.7 |
| Non-Discretionary | 3 | 33.1 |
| Total | 1,096 | 785.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 785.8 | |
| Total | 1,096 | 785.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001736736] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
The Rice Partnership LLC
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|
HI | 0.8 |
|
WealthJar Investment Advisory LLC
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|
HI | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harbor Advisors LLC
✚
|
FL | 0.8 |
|
Atlantic Private Wealth LLC
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|
NC | 0.8 |
|
P J Schmidt Investment Management Inc
✚
|
WI | 0.8 |
|
Sage Rhino Capital LLC
✚
|
CA | 0.8 |
|
Consilium Wealth Management LLC
✚
|
CA | 0.8 |
|
Radnor Capital Management LLC
✚
|
PA | 0.8 |
|
Southland Equity Partners LLC
✚
|
0.8 | |
|
MRAZ Amerine & Associates Inc
✚
|
CA | 0.8 |
|
Gilman Hill Asset Management LLC
✚
|
CT | 0.8 |
|
Beverly Hills Private Wealth LLC
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|
CA | 0.8 |