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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...
Overview
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
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.
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