{
  "crd_number": 135701,
  "slug": "the-rice-partnership-llc-honolulu-hi-135701",
  "primary_business_name": "THE RICE PARTNERSHIP, LLC",
  "legal_name": "THE RICE PARTNERSHIP, LLC",
  "dbas": [],
  "city": "Honolulu",
  "state": "HI",
  "country": "United States",
  "cbsa_code": "46520",
  "metro": {
    "cbsa_code": "46520",
    "common_name": "Urban Honolulu",
    "msa_name": "Urban Honolulu, HI",
    "path": "/advisors/hi/urban-honolulu"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-07-07",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-04-28",
  "carried_forward": false,
  "raum_total": 985498298.0,
  "raum_discretionary": 950718492.0,
  "raum_non_discretionary": 34779806.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 70299687.0,
      "count": 11
    },
    "individuals": {
      "raum": 100593362.0,
      "count": 207
    },
    "pension_profit_sharing": {
      "raum": 11307609.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 768243921.0,
      "count": 204
    },
    "corporations_other_businesses": {
      "raum": 35053719.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "HI",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/thericepartnership",
    "https://thericepartnership.com",
    "https://youtube.com/channel/UCLvl_rfa4TNjUZiKIZIDb9Q"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135701",
  "city_as_filed": "HONOLULU",
  "url": "https://advisorcensus.com/firm/the-rice-partnership-llc-honolulu-hi-135701",
  "display_name": "The Rice Partnership, LLC",
  "summary": "The Rice Partnership, LLC is an SEC-registered investment advisory firm in Honolulu, HI, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 28, 2026.",
  "citation": "AdvisorCensus. The Rice Partnership, LLC (CRD 135701): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is The Rice Partnership, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Rice Partnership, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is The Rice Partnership, LLC located?",
      "a": "The Rice Partnership, LLC's principal office is in Honolulu, HI, according to its Form ADV; the May 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is The Rice Partnership, LLC registered with the SEC or a state?",
      "a": "The Rice Partnership, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 135701."
    },
    {
      "q": "How much does The Rice Partnership, LLC manage?",
      "a": "The Rice Partnership, LLC reports $985,498,298 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (96% discretionary)."
    },
    {
      "q": "How have The Rice Partnership, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for The Rice Partnership, LLC: Regulatory assets under management: $433,482,942 in the October 2021 data and $985,498,298 in the October 2026 data, up 127%. Total employees: 6 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Rice Partnership, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (207); high net worth individuals (204); corporations or other businesses not listed above (15)."
    },
    {
      "q": "Which custodians does The Rice Partnership, LLC use?",
      "a": "The Rice Partnership, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does The Rice Partnership, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135701"
    },
    {
      "q": "Does The Rice Partnership, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 28, 2026 says: \"The Rice Partnership, LLC does not have an account minimum. However, we may decline to accept clients with smaller portfolios.\""
    },
    {
      "q": "What changed in The Rice Partnership, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 10. Regulatory assets under management went from $785,826,384 to $985,498,298 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 433482942.0,
      "total_employees": 6,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 548986119.0,
      "total_employees": 7,
      "filing_date": "2022-08-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 499178924.0,
      "total_employees": 7,
      "filing_date": "2023-09-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 609369860.0,
      "total_employees": 9,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 785826384.0,
      "total_employees": 11,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 985498298.0,
      "total_employees": 11,
      "filing_date": "2026-04-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 10.",
        "Regulatory assets under management went from $785,826,384 to $985,498,298 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Rice Partnership, LLC does not have an account minimum. However, we may decline to accept clients with smaller portfolios."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Rice Partnership, LLC does not have an account minimum. However, we may decline to accept clients with smaller portfolios."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/the-rice-partnership-llc-honolulu-hi-135701.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 207,
      "fewer_than_5": false,
      "raum": 100593362.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 204,
      "fewer_than_5": false,
      "raum": 768243921.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 11307609.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 11,
      "fewer_than_5": false,
      "raum": 70299687.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 35053719.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135701",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}