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 operates as an advisory firm located in San Francisco, California. Route One Investment Company, L.P controls $6.9 billion in assets under management throughout four client accounts, placing it among the largest firms in the United States by assets under management (AUM). The company has a small group, including 8 financial advisors. Route One Investment Company, L.P is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like equities, bonds and options.

    Route One Investment Company, L.P oversees all of its accounts on a discretionary basis. Discretionary management signifies that transaction decisions for the client's account are made by a portfolio manager without requiring client permission. The company's average account size is $1.7 billion. The average advisor at Route One Investment Company, L.P oversees fewer than one client account, placing it among the most personalized advisor firms in the country.

    The firm's headquarters is at One Letterman Drive, San Francisco, California 94129.

    Assets Under Management

    $6.9 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

    $6.9 billion

    National Average: $9.0 billion
    Total Number of Employees

    20

    National Average: 71,771
    Total Number of Accounts

    4

    National Average: 4,329
    Average Account Size

    $1.7 billion

    National Average: $2.1 million

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    Fee Structure

    A financial advisor's fees largely are based on which service is provided. However, fees charged by the company most likely are comprised of the following fee structures: asset-based, performance-based or other. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 70% 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 33% 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.

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    Types of Clients

    The firm provides services to pooled investment vehicles. Out of its four clients, Route One Investment Company, L.P's largest client is pooled investment vehicles. Around 50% of the firm's clients are from outside of the U.S.

    • 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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    Disclosures

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

    Please visit its Form ADV for more details.

    Back to Overview

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    The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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