Route One Investment Company, L.P. (San Francisco)

Route One Investment Company, L.P. is a large advisory firm based in San Francisco. It manages $5.23 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2011.

Route One Investment Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Route One Investment Company: assets under management

The assets under management (AUM) of Route One Investment Company, L.P. is $5.23 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 562% since the beginning of its operation, and $2.81 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $5.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.31 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Route One Investment Company, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Route One Investment Company serves?

The only and largest group of clients of Route One Investment Company is pooled investment vehicles with 4 clients and $5.23 billion of assets under management. Among the 10 most similar advisory firms, Route One Investment Company has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $5.23 billion for 4 clients. 50% of the firm’s clients are foreign persons or businesses.

Route One Investment Company also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $10,000,000.

Careers at Route One Investment Company, L.P.

The company employs 18 people that are either part- or full-time employees. 39 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Hian Kee Voon	Trustee	1 Mar 2007	Other	5651927
Jason Erwin Moment	Trustee	1 Jun 2007	50% - 75%	5118081
Llc Roic	General partner	1 Jun 2010	Other	27 2087438
Trustee Of The Jason And Jessica Moment Family Living Trust U/A/D 6/11/07 Jason E. Moment	Limited partner	1 Jun 2010	50% - 75%	xxx-xx-xxxx
Trustee Of The Tang Voon Family Living Trust Dated March 21 2007 Richard H. Voon	Limited partner	1 Jun 2010	Other	xxx-xx-xxxx
Ashish Harishchandra Pant	Limited partner	1 Jun 2010	Other	5376359
Sean Barron	Chief financial officer, chief compliance officer	1 Jun 2010	Other	5300278
William Francis Duhamel	Limited partner	1 Jun 2010	50% - 75%	2847674

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
William Francis Duhamel	Manager, member	1 Mar 2010	Other	2847674
Jason Erwin Moment	Manager	1 Mar 2010	Other	5118081
Richard Hian Kee Voon	Manager	1 Mar 2010	Other	5651927
Ashish Harishchandra Pant	Manager, member	1 Mar 2010	Other	5376359
Trustee Of The Jason And Jessica Moment Family Living Trust U/A/D 6/11/07 Jason E. Moment	Member	1 Mar 2010	25% - 50%	xxx-xx-xxxx

Based in San Francisco

The principal office where Route One Investment Company, L.P. performs its advisory services is located at One Letterman Drive, San Francisco, CA 94129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-796-6800 or by fax 415-796-6801. The normal business hours are 6am-3pm on Monday - Friday.