Route One Investment Company, L.P

CRD#156398
Investment Advisor Firm

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Learn more about Route One Investment Company, L.P

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations

    • Overview

    Route One Investment Company, L.P is an advisory company headquartered in San Francisco, California. Route One Investment Company, L.P administers $5.3 billion in assets under management throughout four customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). The firm has a small group, including 8 financial advisors. Route One Investment Company, L.P is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as options, equities and bonds.

    Route One Investment Company, L.P manages all of the company's accounts on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions without requiring client consent. The company supervises about $1.3 billion for every customer account. The average advisor at Route One Investment Company, L.P administers fewer than one client account, placing it among the most personalized firms in the country.

    The company's main office is located at One Letterman Drive, San Francisco, California 94129.

    Assets Under Management

    $5.3 billion

    Number of Advisors

    8

    Disclosures

    No

    Office Location

    One Letterman Drive
    San Francisco, CA 94129

    Route One Investment Company, L.P by the Numbers

    Total Assets Under Management

    $5.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    20

    National Average: 64
    Total Number of Accounts

    4

    National Average: 375,227
    Average Account Size

    $1.3 billion

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by Route One Investment Company, L.P can be comprised of the following fee structures: asset-based, performance-based or other. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Back to Overview

    Types of Clients

    The firm works with pooled investment vehicles. Out of its four customers, Route One Investment Company, L.P's largest client is pooled investment vehicles. Around 50% of the company's clients are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Back to Overview

    Disclosures

    Route One Investment Company, L.P does not have any disclosures.

    Please visit its Form ADV for more details.

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