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THE RICE PARTNERSHIP, LLC
CRD 135701File 801-64438
APPROVED
Retail clients
Custody
Filing as of Apr 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$985.5M
Above cohort median (national)
Discretionary AUM
$950.7M
Non-discretionary $34.8M
Clients
442
1,240 accounts
Employees
11
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 377 | 442 | increased by65 |
| Apr 1, 2026 | AUM | $785,826,384 | $985,498,298 | increased by$199,671,914 |
| Apr 1, 2026 | Accounts | 1,096 | 1,240 | increased by144 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 11 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 244 | 377 | increased by133 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $548,986,119 | $785,826,384 | increased by$236,840,265 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 673 | 1,096 | increased by423 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 195 | 244 | increased by49 |
| Apr 1, 2022 | AUM | $433,482,942 | $548,986,119 | increased by$115,503,177 |
| Apr 1, 2022 | Accounts | 532 | 673 | increased by141 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RICE PARTNERSHIP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RICE PARTNERSHIP” may also match similarly-named firms). Confirm identity against each filing.
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.