|
⚲
|
| Keyboard |
| 3650 REIT Investment Management LLC
✚
|
|
|---|---|
| CRD # | 286013 |
| SEC # | 801-110624 |
| CIK # | |
| AUM | 2,432.6 M (2026-03-31) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 305-901-1010 |
| Address | 2977 Mcfarlane Rd Miami, FL 33133 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | 3650 Real Estate Credit Solutions Fund 5 LP | 2025-03-31 | 140.8 M | |
| RE | 3650 Real Estate Investment Trust 5 LLC | 2025-03-31 | 56.2 M | |
| RE | 3650 REIT 5 Subreit LLC | 2025-03-31 | 70.1 M | |
| RE | 3650 T Bed 5 Investco 1 LP | 2025-03-31 | 78.7 M | |
| RE | 3650 T Bed 5 Investco 2 LP | 2025-03-31 | 253.3 M | |
| RE | 3650 P-Sma Investco LP | 2024-03-30 | 101.7 M | |
| RE | 3650 Special Situations GP Co-Investment I LP | [2024-03-30] | 12.5 M | |
| Filed 2023-12-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | 3650 Special Situations I LP | [2024-03-30] | 30.0 M | |
| Filed 2023-12-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | 3650 Hamagen Investco LP | 2022-03-31 | 75.7 M | |
| RE | 3650 MREI Bed Investco LP | 2022-03-31 | 250.1 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 5 | 0.6 |
| (m) Corporations or other businesses not listed above | 3 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 2.4 |
| By Discretionary | ||
| Discretionary | 11 | 1.5 |
| Non-Discretionary | 2 | 0.9 |
| Total | 13 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 1.7 | |
| Total | 13 | 2.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jonathan Roth | Executive Officer | 45 | 4 | |
| John Sauter | Executive Officer | 7 | 3 | |
| Justin Kennedy | Executive Officer | 14 | 2 | |
| 3650 Reit Investment Management LLC | Promoter | 10 | 2 | |
| Tobin Cobb | Executive Officer | 8 | 2 | |
| Peter Lapointe | Executive Officer | 2 | 2 | |
| 3650 Special Situations GP I LLC | Promoter | 2 | 2 | |
| Mark Jefferis | Executive Officer | 2 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Breakthrough Services LLC
✚
|
CA | 2,692.7 M |
|
Marcus Partners LLC
✚
|
MA | 2,678.5 M |
|
Berkadia Capital Advisors LLC
✚
|
PA | 2,656.3 M |
|
Mesirow Re-Ia Inc
✚
|
IL | 2,643.2 M |
|
AJ Capital Management LLC
✚
|
TN | 2,636.8 M |
|
The Milestone Real Estate Group LP
✚
|
TX | 2,429.3 M |
|
Sterling Investment Management LLC
✚
|
FL | 2,413.0 M |
|
Whitman/Peterson LLC
✚
|
CA | 2,366.6 M |
|
Vanbarton Group LLC
✚
|
NY | 2,280.8 M |
|
Maxim Capital Group LLC
✚
|
NY | 2,189.3 M |