Data / Investment advisers / California / Route One Investment Company, L.P.
Route One Investment Company, L.P., San Francisco, CA: $4.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Route One Investment Company, L.P. is an SEC registered investment adviser with its main office in San Francisco, California and reports $4.7 billion in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 3 private funds.
The request: Watch Route One Investment Company, L.P. (CRD number 156398): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 156398
- SEC file number
- 801-72235
- SEC status
- Approved, effective March 29, 2011
- Main office
- One Letterman Drive Building D, Suite DM 200, San Francisco, CA 94129
- Phone
- (415) 796-6800
- Regulatory AUM
- $4,681,719,383 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $4,681,719,383
- Accounts
- 4
- Employees
- 20, of which 8 give investment advice
- Form of organization
- Partnership
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 3: 3 hedge funds
- Gross assets of private funds
- $4,681,719,383
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $4.68 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.68 billion | March 25, 2026 |
| December 1, 2025 | $4.99 billion | March 24, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Quiet Capital Management, LLC | San Francisco | $5.39 billion | 62 | adviserinfo.sec.gov |
| Leading Edge Investment Advisors,Llc | San Francisco | $5.17 billion | Not listed | adviserinfo.sec.gov |
| Serent Capital Management Company, L.L.C. | San Francisco | $5.11 billion | 13 | adviserinfo.sec.gov |
| White Oak Global Advisors, LLC | San Francisco | $5.11 billion | 37 | adviserinfo.sec.gov |
| Percheron Capital | San Francisco | $5.06 billion | 14 | adviserinfo.sec.gov |
| Signalfire | San Francisco | $4.52 billion | 52 | adviserinfo.sec.gov |
| Syon Capital LLC | San Francisco | $4.38 billion | 8 | adviserinfo.sec.gov |
| Human Capital | San Francisco | $4.38 billion | 40 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Route One Investment Company, L.P. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.