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| 3650 REIT Investment Management LLC
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| CRD # | 286013 |
| SEC # | 801-110624 |
| CIK # | |
| AUM | $2.8 B (2025-03-31) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 305-901-1010 |
| Address | 2977 Mcfarlane Rd Miami, FL 33133 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | 3650 Real Estate Credit Solutions Fund 5 LP | 2025-03-31 | 140.8 | |
| RE | 3650 Real Estate Investment Trust 5 LLC | 2025-03-31 | 56.2 | |
| RE | 3650 REIT 5 Subreit LLC | 2025-03-31 | 70.1 | |
| RE | 3650 T Bed 5 Investco 1 LP | 2025-03-31 | 78.7 | |
| RE | 3650 T Bed 5 Investco 2 LP | 2025-03-31 | 253.3 | |
| RE | 3650 P-Sma Investco LP | 2024-03-30 | 101.7 | |
| RE | 3650 Special Situations GP Co-Investment I LP | [2024-03-30] | 0.0 | 12.5 |
| RE | 3650 Special Situations I LP | [2024-03-30] | 0.0 | 30.0 |
| RE | 3650 Hamagen Investco LP | 2022-03-31 | 75.7 | |
| RE | 3650 MREI Bed Investco LP | 2022-03-31 | 250.1 | |
| RE | 3650 Real Estate Investment Trust 2 LLC | [2022-03-31] | 585.8 | 704.0 |
| RE | 3650 Real Estate Investment Trust 3 LLC | [2022-03-31] | 305.4 | 520.1 |
| RE | 3650 MREI Investco LP | [2021-03-31] | 585.8 | 67.3 |
| RE | Cal 3650 SF Investco LP | [2021-03-31] | 585.8 | 608.6 |
| RE | Grass River RE Credit Everglade Partners LP | 2021-03-31 | 184.5 | |
| RE | 3650 Cal Bridge Lending LLC | 2020-03-30 | 1,364.0 |
| 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 | 0.8 |
| (m) Corporations or other businesses not listed above | 3 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 2.8 |
| By Discretionary | ||
| Discretionary | 11 | 1.5 |
| Non-Discretionary | 2 | 1.2 |
| Total | 13 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 1.9 | |
| Total | 13 | 2.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jonathan Roth | 44 | ||
| John Sauter | 7 | ||
| Justin Kennedy | 14 | ||
| 3650 REIT Investment Management LLC | 10 | ||
| Tobin Cobb | 8 | ||
| 3650 Special Situations GP I LLC | 2 | ||
| Peter Lapointe | 2 | ||
| Mark Jefferis | 2 | ||
| 3650 Special Situations GP Co-Investment I LP | 1 |
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|---|---|---|
|
Fundrise Advisors LLC
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|
DC | 3.0 |
|
Blackstone Real Estate Advisors Europe LP
✚
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NY | 3.0 |
|
Alterra IOS Manager LLC
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PA | 2.7 |
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Singerman Real Estate Management Company LP
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IL | 2.5 |
|
Jadian Capital LP
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CT | 2.4 |
|
Bristol Group Inc
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CA | 2.4 |
|
Davis Investment Ventures LLC
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|
MA | 2.4 |