SourcingSourcing

3650 REIT INVESTMENT MANAGEMENT LLC

C25
CRD 286013·SEC 801-110624·MIAMI, FL
AUM
$2.43B
$1B+
Est. Revenue
$24.3M
@ 1% on AUM
Est. EBITDA
$7.3M
@ 30% margin
Est. Deal Value
$58.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
3650 REIT INVESTMENT MANAGEMENT LLC
CRD
286013
SEC file #
801-110624
EIN
000000000
DBA names
—

Economics

AUM
$2.43B
AUM band
$1B+
AUM trajectory
'20'26
$459.6M → $2.43B▲ +429%
Client mix
Sovereign Wealth Funds5
Pooled Investment Vehicles4
Corporations3

Operations

Employees (total)
16
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
7 advisors → 8 advisors▲ +14%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
3650reitinvestmentmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
3650 REIT HOLDING COMPANY LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
3650 REIT HOLDING COMPANY LLC
COBB, TOBIN, TEMPLETON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
3650REITINVESTMENTMANAGEMENT.COM
Rdap Domain Creation Date
2022-09-28T20:12:40Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001840727
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2021-01-15
Edgar Last Filing Date
2026-02-13
Edgar Form D Count
3
Edgar Form D Offerings
2022-01-212022-01-21 · 0001840727-22-000001
2022-01-182022-01-18 · 0001798029-22-000019

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo11
E*trade4
Goldman Sachs2
Edgar Addresses
Mailing
2977 MCFARLANE ROAD, SUITE 300MIAMI, FL 33133
Business
2977 MCFARLANE ROAD, SUITE 300MIAMI, FL 33133
Edgar EIN
000000000
Edgar Recent Filings
ABS-15G2026-02-13 · 0001539497-26-000580
ABS-15G2025-02-14 · 0001539497-25-000571
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-28T20:12:40Z
Rdap Domain Last Changed
2024-09-29T16:46:53Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (5)

5
COBB, TOBIN, TEMPLETON
Executive Officer · 2.5%
2467333
Jefferis, Mark, Anthony
Executive Officer · 2.5%
6862856
KENNEDY, JUSTIN, ANTHONY
Executive Officer · 2.5%
2526654
PAROWER, ANDREW, MARTIN
Executive Officer · 2.5%
5901570
ROTH, JONATHAN, PAUL
Executive Officer · 2.5%
6274914