Overview
Assets Under Management: $1.5 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 87
Average Client Assets: $0.8 million
Frequently Asked Questions
361 CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118203), 361 CAPITAL LLC is subject to fiduciary duty under federal law.
361 CAPITAL LLC is headquartered in DENVER, CO.
361 CAPITAL LLC serves 87 high-net-worth clients according to their SEC filing dated April 16, 2018. View client details ↓
According to their SEC Form ADV, 361 CAPITAL LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
361 CAPITAL LLC manages $1.5 billion in client assets according to their SEC filing dated April 16, 2018.
According to their SEC Form ADV, 361 CAPITAL LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.43%
Average Client Assets: $0.8 million
Total Client Accounts: 142
Discretionary Accounts: 142
Regulatory Filings
CRD Number: 118203
Filing ID: 1209852
Last Filing Date: 2018-04-16 21:07:00