021 INVESTMENTS LLC

RIASEC RegisteredEst. 2023
Total AUM
$205M
Discretionary
$205M
100% of AUM
Avg account
$51.3M
Accounts
4
Employees
5
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Vasudev Nair

    Chief Financial OfficerCRD 8243618

Contacts

1 of 1
  • Kyle Fox

    Founding PartnerCRD 7810538

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth