021 Investments LLC
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 328334
- Registered since
- October 27, 2023
- Website
- 021-investments.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
021 Investments LLC is a privately held limited liability company that manages pooled investment vehicles with a primary focus on real estate. The firm is registered with the Securities and Exchange Commission (SEC) and completed registration in 2023. Its client base is institutional, and the firm serves as sponsor, general partner, and managing member for its funds rather than acting principally as an external capital allocator. Advisory activity centers on portfolio management for pooled investment vehicles. Fees are charged as a percentage of assets under management with performance-based incentives. The firm is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2222 Ponce De Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Shellman Investment Management, LLC
RIACoral Gables, FL
Sunstate Wealth Management LLC
RIACoral Gables, FL
Mara River Capital Management, LP
RIACoral Gables, FL
Lynx Advisory Partners
RIACoral Gables, FL
Dragus Capital, LLC
RIACoral Gables, FL
Angelus Investment Consulting, Inc.
RIACoral Gables, FL