Investment adviser · CRD 311723
RULE ADVISORS, LLC
Investment adviser filing (IA)
· Form ADV filed Oct 21, 2024
- Regulatory AUM
- $137M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 3 | $82,531,038 | 60.5% |
| Other investment advisers | 1 | $53,973,835 | 39.5% |
Filing source
Form ADV 1908549 · Oct 21, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Oct 21, 2024. View historical filings
Reported services
Not reported in these imported fields
Compensation
Percentage of assets · Performance-based
Principal office
CRD 311723
Filing source
Form ADV 1908549 · Oct 21, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.