SourcingSourcing

RULE ONE PARTNERS, LLC

C20
CRD 166341·SEC 801-114860·MORELAND, GA
AUM
$236.2M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$709K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RULE ONE PARTNERS, LLC
CRD
166341
SEC file #
801-114860
EIN
463154519
DBA names
—

Economics

AUM
$236.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$8.7M → $236.2M▲ +2610%
Client mix
Investment Companies1
Pooled Investment Vehicles1

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
2 advisors → 4 advisors▲ +100%
Primary office
MORELAND GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
ruleonefund.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TOWN, PHILIP, BRADLEY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
TOWN, PHILIP, BRADLEY
HYDE, MELISSA, H
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RULEONEFUND.COM
Rdap Domain Creation Date
2018-06-28T18:42:30Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001648904
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2015-08-07
Edgar Last Filing Date
2015-10-08
Edgar Form D Count
2
Edgar Form D Offerings
2015-10-082015-10-08 · 0000950138-15-000647
2015-08-072015-08-07 · 0000950138-15-000567

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3242
Soi Zip Pct 200k Plus
0.0989
Soi Zip Returns 200k Plus
180
Soi Zip Total AGI
175,465

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Interactive Brokers3
Edgar Addresses
Mailing
C/O RULE ONE PARTNERS LLC811 BEAR CREEK ROADMORELAND, GA 30259
Business
C/O RULE ONE PARTNERS LLC811 BEAR CREEK ROADMORELAND, GA 30259
Edgar EIN
463154519
Edgar Recent Filings
D/A2015-10-08 · 0000950138-15-000647
D2015-08-07 · 0000950138-15-000567
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-06-28T18:42:30Z
Rdap Domain Last Changed
2023-06-29T16:46:40Z
Rdap Nameservers
Ns37.domaincontrol.comNs38.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI5,044
Returns400
Stub 2
AGI14,671
Returns400
Stub 3
AGI15,258
Returns250
Soi Zip Total Business Income
3,240
Soi Zip Total Cap Gains
11,182
Soi Zip Total Dividends
2198
Soi Zip Total Returns
1820
Top Owner CRD
6146430
Trust Company Affiliate
No

People (3)

3
TOWN, PHILIP, BRADLEY
IAR · Direct Owner · 87.5%
6146430
HYDE, MELISSA, H
Direct Owner · 62.5%
4133061
JEFFREY CLINTON TOWN
Executive Officer · 2.5%
1137565