RULE ONE PARTNERS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$236M
Discretionary
$236M
100% of AUM
Avg account
$118M
Accounts
2
Employees
6
Advisory reps
3

Firm details

Headquarters
MORELAND, Georgia
CRD number
166341
Registered since
March 20, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies97%
  • Pooled Investment Vehicles3%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Rule One Partners, LLC is an institutional-focused hedge fund adviser that provides portfolio management for investment companies and pooled investment vehicles. The firm operates under an owner-type classified as individual and has been SEC-registered since 2019. Its business model blends a percentage-of-AUM fee with performance-based fees, consistent with an active manager running pooled vehicles where the manager also acts as sponsor, general partner or managing member. Investment activity centers on hedge fund strategies and pooled-vehicle management rather than retail wealth management. The firm does not position itself as an ESG investor, multi-state adviser, pension consultant, or a related adviser. Its client base is institutional, and the firm’s advisory mandate emphasizes discretionary management across its pooled structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • MELISSA HOFFLER

    CFOCRD 4133061

Contacts

2 of 2
  • JEFFREY TOWN

    Registered RepresentativeCRD 1137565

  • PHILIP TOWN

    FounderCRD 6146430

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

MORELAND, GA

COWETA

Location

MORELAND, GA

Headquartered in MORELAND, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
COWETA
Address
891 Bear Creek Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth