Rule One Partners, LLC

RIASEC RegisteredEst. 2019
Total AUM
$236M
Discretionary
$236M
100% of AUM
Avg account
$118M
Accounts
2
Employees
5
Advisory reps
3

Firm details

Headquarters
Moreland, Georgia
CRD number
166341
Registered since
March 20, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies97%
  • Pooled Investment Vehicles3%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rule One Partners, LLC is a privately owned limited liability company that operates as a hedge fund and provides institutional advisory services. The firm registered with the SEC in 2019 and describes its client base as institutional. Its advisory scope centers on portfolio management for investment companies and pooled investment vehicles, and the firm also acts as sponsor, general partner, and managing member of such pooled vehicles. Compensation includes both a percentage-of-assets component and performance-based fees. The firm does not identify as an active ESG investor and does not report multi-state adviser status or pension consulting activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Melissa Hoffler

    CFOCRD 4133061

Contacts

2 of 2
  • Jeffrey Town

    Registered RepresentativeCRD 1137565

  • Philip Town

    Philip Town

    FounderCRD 6146430

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Moreland, GA

Coweta

Location

Moreland, GA

Headquartered in Moreland, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Coweta
Address
891 Bear Creek Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth