Multi-Family OfficeRIA · CRD 135701SEC-Registered

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The Rice Partnership

The Rice Partnership, LLC is an SEC-registered investment adviser in Honolulu, HI, registered since 2005. It manages $985 million in assets, with $951 million...

The Rice Partnership

The Rice Partnership, LLC is an SEC-registered investment adviser in Honolulu, HI, registered since 2005. It manages $985 million in assets, with $951 million on a discretionary basis. The firm has 11 employees and 10 investment advisers.

General information

Firm type

Multi Family Office

Year founded

1999

Location

Region

North America

Country

United States

City

Honolulu

Corporate office

Maui, HI, United States

Principals

Charles R. Schwab

Founding client

Mark Robinson

Managing Director

Sector focus

Wealth ManagementMulti-Family Office Services

Frequently asked questions

Who runs investment decisions at The Rice Partnership?

Mark Robinson serves as Managing Director and leads client advisory relationships, a role he has held since establishing the firm. The investment committee structure is not publicly detailed, but as a boutique fiduciary, Robinson and a small team of senior advisors drive portfolio construction decisions for the partner families.

Does The Rice Partnership participate in fund commitments or only direct deals?

The firm primarily allocates through funds and institutional investment vehicles rather than leading direct deals. Its approach emphasizes customized asset allocation across public and private markets, utilizing external managers and fund commitments to build diversified portfolios for each family client.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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