021 INVESTMENTS LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 328334
- Registered since
- October 27, 2023
- 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 an SEC-registered limited liability company that positions itself as a manager of pooled investment vehicles with a focus on real estate and related private strategies. The firm is structured as an owner-operated entity (individual owner) and serves an institutional client base. Its advisory activity centers on portfolio management for pooled funds, and the firm also acts as sponsor, general partner, and managing member of those pooled vehicles. Fee arrangements include a percentage-of-AUM component along with performance-based fees. 021 Investments is not characterized as an active ESG investor and does not represent itself as a multi-state or pension consultant adviser. Its regulatory registration date is 2023.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Vasudev Nair
Chief Financial OfficerCRD 8243618
Contacts
1 of 1Kyle Fox
Founding PartnerCRD 7810538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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