Route One Investment Company, L.P. is a large advisory firm based in San Francisco. It manages $5.23 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2011.
Route One Investment Company provides 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.
The assets under management (AUM) of Route One Investment Company, L.P. is $5.23 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 562% since the beginning of its operation, and $2.81 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Route One Investment Company, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Route One Investment Company is pooled investment vehicles with 4 clients and $5.23 billion of assets under management. Among the 10 most similar advisory firms, Route One Investment Company has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $5.23 billion for 4 clients. 50% of the firm’s clients are foreign persons or businesses.
Route One Investment Company also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $10,000,000.
The company employs 18 people that are either part- or full-time employees. 39 percent of the employees work as investment advisers or researchers. No 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.
The principal office where Route One Investment Company, L.P. performs its advisory services is located at One Letterman Drive, San Francisco, CA 94129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-796-6800 or by fax 415-796-6801. The normal business hours are 6am-3pm on Monday - Friday.