3650 REIT Investment Management LLC

RIASEC RegisteredEst. 2017
Total AUM
$2.4B
Discretionary
$1.5B
62% of AUM
Avg account
$187M
Accounts
13
Employees
16
Advisory reps
5

Firm details

Headquarters
MIAMI, Florida
CRD number
286013
Registered since
May 26, 2017
Custodians
BANK, BANK, BANK, BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses59.55%
  • Sovereign Wealth Funds25.78%
  • Pooled Investment Vehicles14.67%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

3650 REIT Investment Management LLC is a real estate-focused investment manager that operates as an SEC-registered limited liability company. The firm concentrates on pooled investment vehicles and serves primarily institutional clients, acting in roles that include sponsor, general partner and CPO/CTA for its funds. Its fee model combines a percentage-of-assets charge with performance-based fees, reflecting an orientation toward active management of fund-level returns rather than simple advisory mandates. Investment activity centers on real estate strategies and capital-structure exposure. The firm’s manager allocation and portfolio construction emphasize vehicles that provide direct or securitized real estate exposure, supplemented by credit-oriented positions and hedge fund strategies where they complement yield or risk management objectives. 3650 REIT Investment Management LLC does not position itself as an ESG investor and operates under a single-state adviser registration posture.

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

Asset composition

Asset composition: Other 95%, Cash & Cash Equivalents 5%95%
  • Other95%
  • Cash & Cash Equivalents5%

Contacts

3 of 5
  • TOBIN COBB

    Managing Partner & Co-FounderCRD 2467333

  • JUSTIN KENNEDY

    Managing Partner and Co-FounderCRD 2526654

  • ANDREW PAROWER

    Managing DirectorCRD 5901570

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, 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
2977 McFarlane Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth