The Rice Partnership provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, estate planning, family office services, insurance, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
The Rice Partnership reports 442 clients. They include 207 individual clients, 204 high-net-worth individuals, and 15 corporations and other businesses. Of its assets, 96.5% ($951M across 1,237 accounts) are managed with discretion; $34.8M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 10% |
| High-net-worth individuals | 46% | 78% |
| Pension and profit-sharing plans | 1% | 1% |
| Charitable organizations | 2% | 7% |
| Corporations and other businesses | 3% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 207 | $101M | 10.2% | $486K |
| High-net-worth individuals | 204 | $768M | 78.0% | $3.77M |
| Pension and profit-sharing plans | 5 | $11.3M | 1.1% | $2.26M |
| Charitable organizations | 11 | $70.3M | 7.1% | $6.39M |
| Corporations and other businesses | 15 | $35.1M | 3.6% | $2.34M |
| Total | 442 | $985M | 100% | $2.23M |
- Clients
- 207
- Regulatory AUM
- $101M
- AUM share
- 10.2%
- Avg. per client
- $486K
- Clients
- 204
- Regulatory AUM
- $768M
- AUM share
- 78.0%
- Avg. per client
- $3.77M
- Clients
- 5
- Regulatory AUM
- $11.3M
- AUM share
- 1.1%
- Avg. per client
- $2.26M
- Clients
- 11
- Regulatory AUM
- $70.3M
- AUM share
- 7.1%
- Avg. per client
- $6.39M
- Clients
- 15
- Regulatory AUM
- $35.1M
- AUM share
- 3.6%
- Avg. per client
- $2.34M
Total
- Clients
- 442
- Regulatory AUM
- $985M
- AUM share
- 100%
- Avg. per client
- $2.23M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
The Rice Partnership is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- 1031 exchanges through a Delaware Statutory Trust
- 1031 exchanges executed through a Delaware Statutory Trust are billed at 60 basis points (0.60%) annually.
- Estate planning
- Individual estate planning projects are provided at a fee of $1,000; the fee is negotiable for account sizes above $1,000,000.
Bonnie Rice owns 75% or more of The Rice Partnership. The leadership team of The Rice Partnership includes Chief Investment Officer Orest Saikevych and Chief Compliance Officer Bonnie Rice. It has 11 employees, 10 of them in advisory roles.
Staff
- 11 employees
- 10 in advisory functions
- 10 state-registered reps
- Owns 75% or more of The Rice Partnership, LLC
Bonnie Rice
Control person · since February 2008
- Owns 75% or more of The Rice Partnership, LLC
Bonnie F. Rice, Ttee of the Bonnie F. Rice Trust Dated December 17, 1992
Control person · since December 2018
- Owns 75% or more of The Rice Partnership, LLC
Bonnie F. Rice, Ttee of the Bonnie
Control person · since December 2018
- Owns 5% to 10% of The Rice Partnership, LLC
Orest Saikevych
Control person · since August 2013
- Owns 5% to 10% of The Rice Partnership, LLC
Sarah Bredhoff
since July 2020
- Owns 5% to 10% of The Rice Partnership, LLC
Lia Young
since July 2022
- Owns 5% to 10% of The Rice Partnership, LLC
Ashley Wilken
since January 2024
The Rice Partnership’s regulatory assets grew 2.3× from $433M (May 2021) to $985M (April 2026); clients rose from 195 to 442 and employees from 6 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $985M | 442 | 11 | 4 |
| Mar 2025March 2025 | $786M | 377 | 11 | 4 |
| May 2024May 2024 | $609M | 302 | 9 | 4 |
| Mar 2023March 2023 | $499M | 268 | 7 | 4 |
| Jul 2022July 2022 | $549M | 244 | 7 | 4 |
| May 2021May 2021 | $433M | 195 | 6 | 3 |
Besides its headquarters, The Rice Partnership has 3 offices, with 4 listed addresses across 2 states.
California · 2 listed addresses
- 1304 Santa Rosa, San Luis Obispo
- 104 Gateway Center Drive, Paso Robles
Hawaii · 2 listed addresses
- 1099 Alakea Street, Suite 2510, HonoluluHQ
- Dairy Center, 444 Hana Hwy., Kahului, Maui
Contact and registration details
- Legal name
- The Rice Partnership, LLC
- Headquarters
- 1099 Alakea Street, Suite 2510, Honolulu, HI 96813
- Website
- thericepartnership.com
- Phone
- 808-585-7788
- @thericepartnership
- SEC file
- 801-64438
- Founded
- 2005
- Structure
- Hawaii LLC
- Fiscal year end
- December
The Rice Partnership’s named custodian for separately managed accounts is Charles Schwab ($960M). The Rice Partnership has custody of $99.5M for 46 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $960M100%
At year end, The Rice Partnership’s separately managed accounts were largely in stocks (49%) and funds (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $824M across 171 positions; the largest are J P Morgan Exchange Traded F (9.5%), SPDR Gold TR (6.5%) and Apple Inc. (6.4%).
What the accounts hold
- Stocks49%
- Funds21%
- Bonds11%
- State and local bonds9%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash13%
- Other6%
- Alternatives6%
How many clients does The Rice Partnership have?
The Rice Partnership has 442 clients and manages $985 million for them, as of April 2026. They include 207 individual clients, 204 high-net-worth individuals, and 15 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 April 2026
What services does The Rice Partnership offer?
The Rice Partnership provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, estate planning, family office services, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does The Rice Partnership use?
The Rice Partnership’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $960M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 April 2026
How many financial advisors does The Rice Partnership have?
The Rice Partnership has 10 investment adviser representatives registered with state securities authorities, out of 11 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Rice Partnership invest in?
At the end of its last fiscal year, The Rice Partnership’s separately managed accounts held 49% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents, 9% state and local bonds, 6% other, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. The 6% other category is described as: Alternatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Rice Partnership?
The Rice Partnership’s direct owners are Bonnie Rice (75% or more), Orest Saikevych (5% to 10%), Bonnie F. Rice, Ttee of the Bonnie F. Rice Trust Dated December 17, 1992 (75% or more), Bonnie F. Rice, Ttee of the Bonnie (75% or more), Sarah Bredhoff (5% to 10%), Lia Young (5% to 10%) and Ashley Wilken (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 28 April 2026
How does The Rice Partnership get paid?
The Rice Partnership is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Rice Partnership?
The Rice Partnership’s main office is at 1099 Alakea Street, Suite 2510, Honolulu, HI 96813. Its phone number is 808-585-7788. Its website is thericepartnership.com.
