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ROUTE ONE INVESTMENT COMPANY, L.P.

One Letterman Drive
Building D, Suite Dm 200
San Francisco, California 94129
Tel: 415-796-6800

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About ROUTE ONE INVESTMENT COMPANY, L.P.

ROUTE ONE INVESTMENT COMPANY, LP, formally registered with the SEC as ROUTE ONE INVESTMENT COMPANY, LP. The firm was established in 03/29/2011. They have over 1 offices throughout the country.

ROUTE ONE INVESTMENT COMPANY, L.P. is a San Francisco, California based Financial Planning firm with nearly $5,366,660,545 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#156398
SEC#801-72235
Assets Managed by Firm$5,366,660,545
No. of Clients4
No. of Advisors20

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (SEE SCHEDULE D, MISCELLANEOUS)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$5,366,660,545

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