The Rice Partnership, LLC

RIASEC RegisteredEst. 2005
Total AUM
$985M
Discretionary
$951M
96% of AUM
Avg account
$795K
Accounts
1,240
Employees
11
Advisory reps
10

Firm details

Headquarters
Honolulu, Hawaii
CRD number
135701
Registered since
July 7, 2005
Website
thericepartnership.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI77.95%
  • Individuals10.21%
  • Charitable Organizations7.13%
  • Corporations / Businesses3.56%
  • Pension & Profit Sharing Plans1.15%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Rice Partnership, LLC is an SEC-registered independent registered investment adviser organized as an LLC and operating since 2005. It serves both individual/family and institutional clients, charging either a percentage of assets under management or fixed fees. The firm describes itself as a capital allocator and offers financial planning, portfolio management for individuals and small businesses as well as for institutions, and the selection of other advisers. It also identifies as an active ESG investor. The firm has been recognized by Citywire, appearing in its "50 Growers Across America" list in 2022, 2023, and 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 49%, Public Funds/Mutual Funds 21%, Cash & Cash Equivalents 13%, State & Local Bonds 9%, Other 6%, US Government Bonds 1%, Investment Grade Corp Bonds 1%49%
  • Exchange Traded Equities49%
  • Public Funds/Mutual Funds21%
  • Cash & Cash Equivalents13%
  • State & Local Bonds9%
  • Other6%

Owners & executives

2 of 2
  • Orest Saikevych

    Orest Saikevych

    Partner, Chief Investment OfficerCRD 4595379

  • Bonnie Rice

    Bonnie Rice

    Principal And Chief Compliance OfficerCRD 1418208

Contacts

3 of 8

  • Brian Tokuuke

    Associate Portfolio ManagerCRD 7852945

  • Ashley Wilken

    Ashley Wilken

    Partner, Senior Wealth ManagerCRD 6951420

  • Cathy Tajiri

    Cathy Tajiri

    Senior Wealth ManagerCRD 4227411

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 105

Active vs passive

$336M in ETFs

Passive

75%

$251M

Active

25%

$85.1M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF (JPIB)JP MorganActiveMultisector Bond$78.6M1,625,60023.37%
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Location

Primary office

Honolulu, HI

Honolulu

Location

Honolulu, HI

Headquartered in Honolulu, HI, in the West of the United States.

Region
West
County
Honolulu
Address
1099 Alakea St
Time zone
HT (UTC-10)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth