RULE ONE PARTNERS, LLC
Adviser information for RULE ONE PARTNERS, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wyoming, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $186.1M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $186.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $180.0M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $6.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-114860 |
|---|---|
| SEC ERA File Number | 801-114860 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166341 |
| Legal Entity Identifier | None |
Principal Office
811 BEAR CREEK ROADMORELAND
GA
United States
Monday - Friday, BY APPOINTMENT
Tel: (855) 687-7853, Fax: (404) 581-5819
Websites
Chief Compliance Officer
JEFF TOWN
CHIEF COMPLIANCE OFFICER
811 BEAR CREEK ROAD
MORELAND
GA
United States
Tel:
(855) 687-7853
Fax:
(404) 581-5819
J****@******************M
(Full email address available in API data)
Regulatory Contact
PHILIP BRADLEY TOWN
MANAGING MEMBER
811 BEAR CREEK ROAD
MORELAND
GA
United States
Tel:
(855) 687-7853
Fax:
(404) 581-5819
P****@******************M
(Full email address available in API data)
Industry Affiliates
| RULE ONE CAPITAL, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| RULE ONE CAPITAL LP | Hedge Fund | $6.1M | $0.1M | 22 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TOWN, PHILIP, BRADLEY | Individual | – | MANAGING MEMBER | 12/2012 | > 75% |
| TOWN, JEFFREY, CLINTON | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2023 | < 5% |
| HOFFLER, MELISSA, H | Individual | – | CFO | 12/2024 | 50-75% |