THE RICE PARTNERSHIP, LLC
CRD #135701 SEC #801-64438 HONOLULU, HI 808-585-7788
SEC Registered
Total AUM
$785.8M
Discretionary
$752.7M
Employees
11
Clients
26
Accounts
1,096
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $785.8M | $752.7M | $33.1M | 11 | 0 |
| Mar 2025 | $785.8M | $752.7M | $33.1M | 11 | 0 |
| Mar 2025 | $785.8M | $752.7M | $33.1M | 11 | 0 |
| May 2024 | $609.4M | $572.6M | $36.8M | 9 | 0 |
| Mar 2024 | $609.4M | $572.6M | $36.8M | 9 | 0 |
| Sep 2023 | $499.2M | $463.6M | $35.6M | 7 | 0 |
| Mar 2023 | $499.2M | $463.6M | $35.6M | 7 | 0 |
| Jan 2023 | $549M | $507.1M | $41.9M | 7 | 0 |
| Oct 2022 | $549M | $507.1M | $41.9M | 7 | 0 |
| Aug 2022 | $549M | $507.1M | $41.9M | 7 | 0 |
| Jul 2022 | $549M | $507.1M | $41.9M | 7 | 0 |
| Mar 2022 | $549M | $507.1M | $41.9M | 7 | 0 |
| Sep 2021 | $433.5M | $398.4M | $35.1M | 6 | 0 |
| Aug 2021 | $433.5M | $398.4M | $35.1M | 6 | 0 |
| May 2021 | $433.5M | $398.4M | $35.1M | 6 | 0 |
| Mar 2021 | $433.5M | $398.4M | $35.1M | 6 | 0 |
| Aug 2020 | $335.3M | $306.3M | $29M | 6 | 0 |
| Jun 2020 | $335.3M | $306.3M | $29M | 6 | 0 |
| Mar 2020 | $335.3M | $306.3M | $29M | 6 | 0 |
| Nov 2019 | $278.9M | $255.1M | $23.8M | 6 | 127 |
| Aug 2019 | $278.9M | $255.1M | $23.8M | 6 | 127 |
| Aug 2019 | $278.9M | $255.1M | $23.8M | 6 | 127 |
| Jun 2019 | $278.9M | $255.1M | $23.8M | 6 | 127 |
| May 2019 | $278.9M | $255.1M | $23.8M | 6 | 127 |
| Apr 2019 | $278.9M | $255.1M | $23.8M | 6 | 127 |
| Apr 2019 | $278.9M | $255.1M | $23.8M | 6 | 127 |
| Mar 2019 | $305.9M | $282.1M | $23.8M | 6 | 127 |
| Oct 2018 | $262.5M | $238.9M | $23.6M | 7 | 0 |
| Oct 2018 | $262.5M | $238.9M | $23.6M | 7 | 0 |
| Aug 2018 | $262.5M | $238.9M | $23.6M | 7 | 0 |
| May 2018 | $262.5M | $238.9M | $23.6M | 7 | 0 |
| Mar 2018 | $262.5M | $238.9M | $23.6M | 7 | 0 |
| Apr 2017 | $196.5M | $177.5M | $19M | 7 | 26 |
| Mar 2017 | $196.5M | $177.5M | $19M | 7 | 26 |
| Aug 2016 | $179.9M | $161.8M | $18.1M | 4 | 26 |
| May 2016 | $179.9M | $161.8M | $18.1M | 4 | 26 |
| May 2016 | $179.9M | $161.8M | $18.1M | 4 | 26 |
| Mar 2016 | $179.9M | $161.8M | $18.1M | 4 | 26 |
| Apr 2015 | $162.5M | $162.5M | $0 | 4 | 26 |
| Mar 2015 | $161.1M | $161.1M | $0 | 4 | 26 |
| Jun 2014 | $140.9M | $140.9M | $0 | 4 | 26 |
| Apr 2014 | $140.9M | $140.9M | $0 | 3 | 26 |
| Jan 2014 | $140.9M | $140.9M | $0 | 2 | 26 |
| Jan 2014 | $130M | $130M | $0 | 2 | 26 |
| Aug 2013 | $130M | $130M | $0 | 2 | 26 |
| Mar 2013 | $317.4M | $210.3M | $107.1M | 3 | 26 |
| Jan 2013 | $311.6M | $210.5M | $101.1M | 3 | 26 |
| Jul 2012 | $311.6M | $210.5M | $101.1M | 1 | 26 |
| Mar 2012 | $311.6M | $210.5M | $101.1M | 1 | 26 |
| Mar 2012 | $311.6M | $210.5M | $101.1M | 1 | 26 |
| May 2011 | $335.2M | $203.9M | $131.3M | 5 | -- |
| Apr 2011 | $335.2M | $203.9M | $131.3M | 5 | -- |
| Mar 2011 | $335.2M | $203.9M | $131.3M | 5 | -- |
| Jan 2011 | $300.5M | $196.1M | $104.4M | 5 | -- |
| Apr 2010 | $300.5M | $196.1M | $104.4M | 5 | -- |
| Feb 2009 | $163.9M | $163.9M | $0 | 5 | -- |
| Mar 2008 | $201M | $201M | $0 | 10 | -- |
| Oct 2007 | $201M | $201M | $0 | 10 | -- |
| Sep 2007 | $161M | $161M | $0 | 10 | -- |
| Feb 2007 | $147M | $147M | $0 | 10 | -- |
| Dec 2005 | $60M | $60M | $0 | 5 | -- |
| Sep 2005 | $33M | $33M | $0 | 5 | -- |
| Jun 2005 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$785.8M
Discretionary$752.7M
Non-Disc.$33.1M
Employees11
Clients0
DateMar 2025
Total AUM$785.8M
Discretionary$752.7M
Non-Disc.$33.1M
Employees11
Clients0
DateMar 2025
Total AUM$785.8M
Discretionary$752.7M
Non-Disc.$33.1M
Employees11
Clients0
DateMay 2024
Total AUM$609.4M
Discretionary$572.6M
Non-Disc.$36.8M
Employees9
Clients0
DateMar 2024
Total AUM$609.4M
Discretionary$572.6M
Non-Disc.$36.8M
Employees9
Clients0
DateSep 2023
Total AUM$499.2M
Discretionary$463.6M
Non-Disc.$35.6M
Employees7
Clients0
DateMar 2023
Total AUM$499.2M
Discretionary$463.6M
Non-Disc.$35.6M
Employees7
Clients0
DateJan 2023
Total AUM$549M
Discretionary$507.1M
Non-Disc.$41.9M
Employees7
Clients0
DateOct 2022
Total AUM$549M
Discretionary$507.1M
Non-Disc.$41.9M
Employees7
Clients0
DateAug 2022
Total AUM$549M
Discretionary$507.1M
Non-Disc.$41.9M
Employees7
Clients0
DateJul 2022
Total AUM$549M
Discretionary$507.1M
Non-Disc.$41.9M
Employees7
Clients0
DateMar 2022
Total AUM$549M
Discretionary$507.1M
Non-Disc.$41.9M
Employees7
Clients0
DateSep 2021
Total AUM$433.5M
Discretionary$398.4M
Non-Disc.$35.1M
Employees6
Clients0
DateAug 2021
Total AUM$433.5M
Discretionary$398.4M
Non-Disc.$35.1M
Employees6
Clients0
DateMay 2021
Total AUM$433.5M
Discretionary$398.4M
Non-Disc.$35.1M
Employees6
Clients0
DateMar 2021
Total AUM$433.5M
Discretionary$398.4M
Non-Disc.$35.1M
Employees6
Clients0
DateAug 2020
Total AUM$335.3M
Discretionary$306.3M
Non-Disc.$29M
Employees6
Clients0
DateJun 2020
Total AUM$335.3M
Discretionary$306.3M
Non-Disc.$29M
Employees6
Clients0
DateMar 2020
Total AUM$335.3M
Discretionary$306.3M
Non-Disc.$29M
Employees6
Clients0
DateNov 2019
Total AUM$278.9M
Discretionary$255.1M
Non-Disc.$23.8M
Employees6
Clients127
DateAug 2019
Total AUM$278.9M
Discretionary$255.1M
Non-Disc.$23.8M
Employees6
Clients127
DateAug 2019
Total AUM$278.9M
Discretionary$255.1M
Non-Disc.$23.8M
Employees6
Clients127
DateJun 2019
Total AUM$278.9M
Discretionary$255.1M
Non-Disc.$23.8M
Employees6
Clients127
DateMay 2019
Total AUM$278.9M
Discretionary$255.1M
Non-Disc.$23.8M
Employees6
Clients127
DateApr 2019
Total AUM$278.9M
Discretionary$255.1M
Non-Disc.$23.8M
Employees6
Clients127
DateApr 2019
Total AUM$278.9M
Discretionary$255.1M
Non-Disc.$23.8M
Employees6
Clients127
DateMar 2019
Total AUM$305.9M
Discretionary$282.1M
Non-Disc.$23.8M
Employees6
Clients127
DateOct 2018
Total AUM$262.5M
Discretionary$238.9M
Non-Disc.$23.6M
Employees7
Clients0
DateOct 2018
Total AUM$262.5M
Discretionary$238.9M
Non-Disc.$23.6M
Employees7
Clients0
DateAug 2018
Total AUM$262.5M
Discretionary$238.9M
Non-Disc.$23.6M
Employees7
Clients0
DateMay 2018
Total AUM$262.5M
Discretionary$238.9M
Non-Disc.$23.6M
Employees7
Clients0
DateMar 2018
Total AUM$262.5M
Discretionary$238.9M
Non-Disc.$23.6M
Employees7
Clients0
DateApr 2017
Total AUM$196.5M
Discretionary$177.5M
Non-Disc.$19M
Employees7
Clients26
DateMar 2017
Total AUM$196.5M
Discretionary$177.5M
Non-Disc.$19M
Employees7
Clients26
DateAug 2016
Total AUM$179.9M
Discretionary$161.8M
Non-Disc.$18.1M
Employees4
Clients26
DateMay 2016
Total AUM$179.9M
Discretionary$161.8M
Non-Disc.$18.1M
Employees4
Clients26
DateMay 2016
Total AUM$179.9M
Discretionary$161.8M
Non-Disc.$18.1M
Employees4
Clients26
DateMar 2016
Total AUM$179.9M
Discretionary$161.8M
Non-Disc.$18.1M
Employees4
Clients26
DateApr 2015
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees4
Clients26
DateJun 2014
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees4
Clients26
DateApr 2014
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees3
Clients26
DateJan 2014
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees2
Clients26
DateJan 2014
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients26
DateAug 2013
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$317.4M
Discretionary$210.3M
Non-Disc.$107.1M
Employees3
Clients26
DateJan 2013
Total AUM$311.6M
Discretionary$210.5M
Non-Disc.$101.1M
Employees3
Clients26
DateJul 2012
Total AUM$311.6M
Discretionary$210.5M
Non-Disc.$101.1M
Employees1
Clients26
DateMar 2012
Total AUM$311.6M
Discretionary$210.5M
Non-Disc.$101.1M
Employees1
Clients26
DateMar 2012
Total AUM$311.6M
Discretionary$210.5M
Non-Disc.$101.1M
Employees1
Clients26
DateMay 2011
Total AUM$335.2M
Discretionary$203.9M
Non-Disc.$131.3M
Employees5
Clients--
DateApr 2011
Total AUM$335.2M
Discretionary$203.9M
Non-Disc.$131.3M
Employees5
Clients--
DateMar 2011
Total AUM$335.2M
Discretionary$203.9M
Non-Disc.$131.3M
Employees5
Clients--
DateJan 2011
Total AUM$300.5M
Discretionary$196.1M
Non-Disc.$104.4M
Employees5
Clients--
DateApr 2010
Total AUM$300.5M
Discretionary$196.1M
Non-Disc.$104.4M
Employees5
Clients--
DateFeb 2009
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--