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-structured hedge fund that registers with the SEC and operates as a commodity pool operator/commodity trading advisor (CPO/CTA). The firm manages pooled investment vehicles and serves an institutional client base. Its fee model combines a percentage of assets under management with performance-based fees and other fee components. Route One is not identified as a capital allocator or a multi-state adviser and does not report being an active ESG investor. The firm also serves as sponsor, general partner, or managing member of pooled vehicles, indicating it runs its own funds rather than functioning solely as an allocator to external managers. Its advisory activities are focused on portfolio management for those pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

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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