Rule One Partners, LLC (Moreland)

Rule One Partners, LLC is an investment adviser to an investment company based in Moreland. It manages $8.72 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Georgia.

Rule One Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rule One Partners: assets under management

The assets under management (AUM) of Rule One Partners, LLC is $8.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $871.67 thousand each.

Rule One Partners has custody of $5.42 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 57% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 43% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rule One Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Rule One Partners serves?

The firm provides services to individuals, investment companies, and pooled investment vehicles. The largest group of clients of Rule One Partners is pooled investment vehicles with 1 clients and $5.42 million of assets under management. Among the 3 most similar advisory firms, Rule One Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $8.72 million for 10 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Rule One Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Rule One Partners, LLC

The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Philip Bradley Town	Managing member	1 Dec 2012	75% - 100%	6146430
Melissa Hyde Town	Chief compliance officer	1 Jan 2018	Other	6972744

Based in Moreland

The principal office where Rule One Partners, LLC performs its advisory services is located at 811 Bear Creek Road, Moreland, GA 30259 The mailing address of the firm is P.O. Box 154, Moreland, GA 30259. An additional office of the firm is in Fairfield, IA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (855) 687-7853 or by fax (404) 581-5819. The normal business hours are by appointment on Monday - Friday.