Rule One Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$236,194,041
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
0
Total advisors
1
of 6 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Rule One Partners provides discretionary portfolio management and related advisory services to pooled investment vehicles and an SEC‑registered investment company. The firm acts as the general partner and investment manager for a private limited partnership and as the investment adviser to the Rule One Fund, offering management and operational support for those pooled vehicles.
The firm pursues an event‑driven, deep‑value investment approach that combines fundamental and technical analysis, often using concentrated equity positions alongside options and other derivatives. Its stated tactics include lowering cost basis through additional purchases and option strategies (described in the brochure as a “stockpiling” approach) and seeking absolute returns with capital preservation as a secondary objective for the fund.
Noteworthy for this category, Rule One Partners directly manages an investment company subject to the 1940 Act in addition to a private pooled partnership, a combination that is less common among investment managers. The brochure also discloses routine use of soft‑dollar arrangements (including for research and certain administrative expenses) and identifies affiliations with an investing‑education business and licensed insurance activity, with policies described to address related conflicts of interest.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Private / alternative investments
Fee options
20% of capital appreciation (performance fee) for Rule One Capital; no management fee for Rule One Capital; Rule One Fund pays management fee as stated in its prospectus (negotiated individually)
Account minimum: $20,000
Main office location
Rule One Partners, LLC
891 Bear Creek Rd
Moreland GA 30259-2939, United States
Number of offices
1
Most active in
Rule One Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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