Route One Investment Company, L.P.

RIASEC RegisteredEst. 2011
Total AUM
$4.7B
Discretionary
$4.7B
100% of AUM
Avg account
$1.2B
Accounts
4
Employees
20
Advisory reps
4

Firm details

Headquarters
San Francisco, California
CRD number
156398
Registered since
March 29, 2011
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Route One Investment Company, L.P. is a partnership-style hedge fund registered with the SEC in 2011 that primarily serves institutional clients. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles; it also sponsors and serves as GP/managing member of those vehicles. Route One charges a mix of a percentage-of-AUM fee and performance-based compensation, and is organized under domestic ownership with individual stakeholders. The firm is not positioned as a multi-manager capital allocator — its activities center on operating its own pooled hedge funds rather than acting principally as an external allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Zaeed Kalsheker

    Chief Operating OfficerCRD 6028439

Contacts

3 of 3
  • Jason Moment

    Managing MemberCRD 5118081

  • Weiyi Huang

    ControllerCRD 7352697

  • William Duhamel

    Managing MemberCRD 2847674

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

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Letterman Dr Bldg D Ste 200 Dm
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth