The Rice Partnership, LLC
● SEC registered since 2005CRD 135701SEC# 801-64438Honolulu, HI
Reg. AUM
$985.5M
Employees
11
Accounts
1,240
Location
Honolulu, HI
The Rice Partnership, LLC assets under management
The Rice Partnership, LLC is an investment advisory firm registered with the SEC based in Honolulu, HI. The firm has been registered since 2005. It reports $985.5 million in regulatory assets under management and employs 11 people.
The Rice Partnership, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Jane Wilken | Senior Wealth Manager, Portfolio Manager | 5-10% | 2024 |
| Bonnie F. Rice, Ttee of the Bonnie F. Rice Trust Dated December 17, 1992 Control | Owner | Over 75% | 2018 |
| Bonnie Flower Rice Control | Member/Chief Compliance Officer | Over 75% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does The Rice Partnership, LLC manage?
The Rice Partnership, LLC reports $985.5 million in regulatory assets under management on its Form ADV.
How many employees does The Rice Partnership, LLC have?
The Rice Partnership, LLC reports 11 employees.
Where is The Rice Partnership, LLC located?
The Rice Partnership, LLC is based in Honolulu, HI and has been SEC-registered since 2005.
Does The Rice Partnership, LLC disclose fund performance?
The Rice Partnership, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1099 Alakea Street, Suite 2510, Honolulu, HI 96813 |
| Phone | 808-585-7788 |
| Fax | 808-585-7784 |
| Office hours | 6a.m. To 4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$985.5M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$985.5Mregulatory AUM
Discretionary $950.7MNon-discretionary $34.8M