Rule One Partners, LLC

RIASEC Registered
Total AUM
$236M
Discretionary
$236M
100% of AUM
Avg account
$118M
Accounts
2
Employees
5
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 organized as an LLC and operates as a hedge fund manager serving institutional clients. The firm is registered with the SEC (2019) and provides portfolio management services for investment companies and pooled investment vehicles. Its compensation combines a percentage-of-assets fee with performance-based fees, a model consistent with hedge fund strategies. The firm also serves as sponsor/GP and managing member of pooled vehicles, indicating active involvement in structuring and operating funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • William Speacht

    William Speacht

    Chief Compliance OfficerCRD 2801842

  • Melissa Hoffler

    CFOCRD 4133061

Contacts

1 of 1
  • Philip Town

    Philip Town

    FounderCRD 6146430

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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