The Rice Partnership, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Honolulu, HI. Its latest Form ADV filing, dated April 28, 2026, reports $985M in regulatory assets under management, 11 employee, 3 offices, and 1,240 accounts.
Assets Under Management
$985M
Employees
11
Offices
3 offices
Total Clients
442
Primary office
HONOLULU, HI
1099 ALAKEA STREET, SUITE 2510, HONOLULU, HI, United States
Top client segmentIndividuals represent 46.8% of total clients.
Top client categories% of clientsClients
1
Individuals
46.8%
207
2
HNWI
46.2%
204
3
Corporations
3.4%
15
4
Charitable
2.5%
11
5
Pension Plans
1.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$985Mas of April 28, 2026
Discretionary96.5%
$951M
96% of total RAUM96.5%
Non-discretionary3.5%
$35M
4% of total RAUM3.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$985M
Total Accounts1,240
10Y AUM Change+$789M (+401.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee40:1
10Y Employee Change+4 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.