{"url":"https://nivawealth.com/firms/the-rice-partnership-135701","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/135701","regulatoryAum":985498298,"crd":"135701","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3150865","suffix":null,"lastName":"BREDHOFF","firstName":"SARAH","middleName":"ELIZABETH KEHAUNANI"},{"crd":"1418208","suffix":null,"lastName":"RICE","firstName":"BONNIE","middleName":"FLOWER"},{"crd":"4595379","suffix":null,"lastName":"SAIKEVYCH","firstName":"OREST","middleName":"VICTOR"},{"crd":"7375879","suffix":null,"lastName":"Sanchez","firstName":"Tyler","middleName":"Kenneth"},{"crd":"1893449","suffix":null,"lastName":"SCHOENFELD","firstName":"STEVEN","middleName":null},{"crd":"8002533","suffix":null,"lastName":"Simons","firstName":"Jacob","middleName":"Micah"},{"crd":"4227411","suffix":null,"lastName":"TAJIRI","firstName":"CATHY","middleName":"HITOMI"},{"crd":"7852945","suffix":null,"lastName":"Tokuuke","firstName":"Brian","middleName":"Kwon"},{"crd":"6951420","suffix":null,"lastName":"Wilken","firstName":"Ashley","middleName":"Jane"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-07","regulatoryAum":433482942,"clients":195,"employees":6,"offices":3},{"filedOn":"2022-07-14","regulatoryAum":548986119,"clients":244,"employees":7,"offices":4},{"filedOn":"2023-03-29","regulatoryAum":499178924,"clients":268,"employees":7,"offices":4},{"filedOn":"2024-05-01","regulatoryAum":609369860,"clients":302,"employees":9,"offices":4},{"filedOn":"2025-03-27","regulatoryAum":785826384,"clients":377,"employees":11,"offices":4},{"filedOn":"2026-04-28","regulatoryAum":985498298,"clients":442,"employees":11,"offices":4}],"secFileNumber":"801-64438","legalName":"The Rice Partnership, LLC","displayName":"The Rice Partnership","slug":"the-rice-partnership-135701","website":"https://thericepartnership.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/135701/1d13cefbcfd05fda-r1.webp","tone":"dark","width":579,"height":200,"sourceUrl":"https://thericepartnership.com/","sourceLabel":"The Rice Partnership, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/thericepartnership","founded":"2005","organization":"Hawaii limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1099 Alakea Street, Suite 2510","city":"Honolulu","state":"HI","stateName":"Hawaii","country":"United States","postalCode":"96813"},"tradeNames":[],"registration":{"secApproved":"7 July 2005","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2113959.3260340635,"staff":{"employees":11,"advisory":10,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":985498298,"discretionary":950718492,"discretionaryAccounts":1237,"nonDiscretionary":34779806,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":207,"regulatoryAum":100593362},{"label":"High-net-worth individuals","clients":204,"regulatoryAum":768243921},{"label":"Pension and profit-sharing plans","clients":5,"regulatoryAum":11307609},{"label":"Charitable organizations","clients":11,"regulatoryAum":70299687},{"label":"Corporations and other businesses","clients":15,"regulatoryAum":35053719}],"feePrograms":[{"role":"other","program":"1031 exchanges through a Delaware Statutory Trust","summary":"1031 exchanges executed through a Delaware Statutory Trust are billed at 60 basis points (0.60%) annually.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043126","versionId":1043126,"submittedOn":"2026-04-28","documentName":"TRP ADV 2A OTAA 4.28.2026"},{"role":"other","program":"Estate planning","summary":"Individual estate planning projects are provided at a fee of $1,000; 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Rice Partnership offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does The Rice Partnership use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Rice Partnership have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Rice Partnership invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Rice Partnership?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Rice Partnership get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact The Rice Partnership?","answer":"The Rice Partnership’s main office is at 1099 Alakea Street, Suite 2510, Honolulu, HI 96813. Its phone number is 808-585-7788. 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