# The Rice Partnership, LLC

> 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.

- CRD: 135701
- Filed as: THE RICE PARTNERSHIP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Honolulu, HI
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135701
- AdvisorCensus page: https://advisorcensus.com/firm/the-rice-partnership-llc-honolulu-hi-135701

## Quick answers

**How is The Rice Partnership, LLC compensated?**
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).

**Where is The Rice Partnership, LLC located?**
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).

**Is The Rice Partnership, LLC registered with the SEC or a state?**
The Rice Partnership, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 135701.

**How much does The Rice Partnership, LLC manage?**
The Rice Partnership, LLC reports $985,498,298 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (96% discretionary).

**How have The Rice Partnership, LLC's assets and staff changed since 2021?**
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.

**What types of clients does The Rice Partnership, LLC serve?**
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).

**Which custodians does The Rice Partnership, LLC use?**
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.

**Does The Rice Partnership, LLC report any disciplinary disclosures?**
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

**Does The Rice Partnership, LLC state an account minimum?**
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."

**What changed in The Rice Partnership, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 28, 2026)

- Account minimum: None

> The Rice Partnership, LLC does not have an account minimum. However, we may decline to accept clients with smaller portfolios.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $985,498,298
- Discretionary: $950,718,492
- Non-discretionary: $34,779,806

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 207 | $100,593,362 |
| High net worth individuals | 204 | $768,243,921 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $11,307,609 |
| Charitable organizations | 11 | $70,299,687 |
| Corporations or other businesses not listed above | 15 | $35,053,719 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 11 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Kahului, Maui, HI
- Paso Robles, CA
- San Luis Obispo, CA

### Websites listed on Form ADV (Item 1.I)
- thericepartnership.com
- LinkedIn @thericepartnership
- YouTube @UCLvl_rfa4TNjUZiKIZIDb9Q

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $433,482,942 | 6 | September 28, 2021 |
| October 2022 | $548,986,119 | 7 | August 1, 2022 |
| October 2023 | $499,178,924 | 7 | September 26, 2023 |
| October 2024 | $609,369,860 | 9 | May 1, 2024 |
| October 2025 | $785,826,384 | 11 | March 27, 2025 |
| October 2026 | $985,498,298 | 11 | April 28, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 10.
- Regulatory assets under management went from $785,826,384 to $985,498,298 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Rice Partnership, LLC (CRD 135701): Form ADV filing data as of October 2026.