SAN FRANCISCO, CACRD 156398Latest ADV March 25, 2026
Route One Investment Company, L.P. is an SEC registered investment adviser organized as a partnership with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 25, 2026, reports $4.7B in regulatory assets under management, 20 employees, 1 office, and 4 accounts.
Assets Under Management
$4.7B
Employees
20
Offices
1 office
Total Clients
<5
Primary office
SAN FRANCISCO, CA
ONE LETTERMAN DRIVE, BUILDING D, SUITE DM 200, SAN FRANCISCO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.7Bas of March 25, 2026
Discretionary100.0%
$4.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.7B
Total Accounts4
10Y AUM Change+$523M (+12.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee0:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.