THE RICE PARTNERSHIP, LLC

CRD 135701File 801-64438

APPROVED

Retail clients

Custody

Filing as of Apr 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$985.5M

Above cohort median (national)

Discretionary AUM

$950.7M

Non-discretionary $34.8M

Clients

442

1,240 accounts

Employees

Top 25% of cohort in HI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jul 7, 2005
Principal office: 1099 ALAKEA STREET, SUITE 2510, HONOLULU, HI, 96813
Phone: 808-585-7788
Website: https://www.linkedin.com/company/thericepartnership

Assets & accounts

ADV Item 5F

Total regulatory AUM: $985.5M
Discretionary AUM: $950.7M
Non-discretionary AUM: $34.8M
Discretionary accounts: 1,237
Non-discretionary accounts: 3
Total accounts: 1,240
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	15	$35.1M
Charitable organizations	11	$70.3M
High net worth individuals	204	$768.2M
Pension and profit sharing plans	5	$11.3M
Individuals (other than high net worth individuals)	207	$100.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.