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| Rule Advisors LLC
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|
|---|---|
| CRD # | 311723 |
| SEC # | 801-121087 |
| CIK # | |
| AUM | $136.5 M (2024-10-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 760-419-9478 |
| Address | 5869 Section Avenue Anacortes, WA 98221 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 82.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 54.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 136.5 |
| By Discretionary | ||
| Discretionary | 4 | 136.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 136.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 133.5 | |
| Total | 4 | 136.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Outcome Driven Strategies LLC
✚
|
MD | 0.2 |
|
Mount Street Portfolio Advisers LLC
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|
NY | 0.2 |
|
Jackson Avenue LLC
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|
0.2 | |
|
Polen Capital CLO Management LLC
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|
MA | 0.2 |
|
IH2 Advisors & Company
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|
DE | 0.1 |
|
ROC Partners US LLC
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|
0.1 | |
|
Swan Wealth Advisors LLC
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|
CO | 0.1 |
|
IQCIO LLC
✚
|
NY | 0.1 |
|
Investall Inc
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|
NY | 0.1 |
|
Principly Inc
✚
|
CA | 0.0 |