ROUTE ONE INVESTMENT COMPANY, L.P.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $4.68B |
| Discretionary | $4.68B100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $1.17B |
| Employees | 20 |
| Peak AUM | $7.05BFeb 2020 |
| AUM CAGR | +12.6% /yrover 15 yrs · 23 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.7B | 6.1% | 3.8% | 7.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $4.68B |
| Discretionary | $4.68B |
| Employees | 20 |
| Client Accounts | 4 |
Contact & Location
Address
ONE LETTERMAN DRIVE
SAN FRANCISCO CA 94129
Phone
415-796-6800
Filing History
23 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm