Rule One Partners, Llc
- Regulatory AUM
- $236M
- Discretionary
- $236M
- Clients
- 2
- Avg AUM / client
- $118M
- Accounts
- 2
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $229M | 97.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $7.1M | 3.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rule One Capital Lp | Hedge Fund | Wyoming | $6.1M | 22 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Philip Bradley Town | Managing Member | Dec 2012 (14y) | 75% or more | |
| Town, Jeffrey, Clinton | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% | |
| Hoffler, Melissa, H | Cfo | Dec 2024 (2y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $6.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rule One Capital Lp | Hedge Fund | $6.1M | $100K | 22 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Interactive Brokers $442K (1% of AUM) Mar 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗