Single Family OfficeRIA · CRD 339237SEC-Registered

Updated:

360 Wealth Creation

360 Wealth Creation is a New York-based single-family office founded by Chris K. H.

360 Wealth Creation

360 Wealth Creation was established in 2010 by Chris K. H. Lee, who previously accumulated capital through private equity and real estate ventures. The firm is structured as a single-family office with a multi-asset mandate. The office allocates across private equity, real estate, venture capital, and private credit, with a focus on direct investments and co-investments alongside external general partners. Confirmed public filings show positions in middle-market buyouts and growth equity deals, primarily in the United States. The firm evaluates both control and minority stakes, with a preference for cash-flow-generating businesses. 360 Wealth Creation operates from New York City and maintains a lean investment team. The firm does not publicly disclose AUM or total deployment. No additional offices, philanthropic structures, or affiliated vehicles have been identified publicly. No recent operational events from the last 24 months have been reported. A structural differentiator is the firm's flexible mandate — moving across asset classes and deal structures without being tied to a closed-end fund cycle. This allows 360 Wealth Creation to act as both a passive LP in third-party funds and an active direct investor, depending on opportunity set.

General information

Firm type

Single Family Office

Year founded

2010

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Chris K. H. Lee

Founder & Chief Investment Officer

Sector focus

Private EquityReal EstateVenture CapitalPrivate Credit

Frequently asked questions

Who manages investment decisions at 360 Wealth Creation?

Chris K. H. Lee serves as Founder and Chief Investment Officer, overseeing all allocation and deal sourcing. The firm does not publicly disclose additional investment committee members (public record).

Does 360 Wealth Creation invest as a limited partner in external funds?

Yes. Public filings indicate the firm makes fund commitments alongside direct investments. The firm evaluates both closed-end fund LP stakes and co-investment opportunities (per public filings).

What investment stages does 360 Wealth Creation target?

The firm targets middle-market buyouts, growth equity, and venture capital stages. It also participates in real estate transactions across commercial and residential asset classes (public record).

How is 360 Wealth Creation related to its founding principal?

The firm is a single-family office for Chris K. H. Lee, managing capital generated from his prior private equity and real estate activities. It is not affiliated with any other wealth management platform (public record).

Does 360 Wealth Creation maintain a philanthropic foundation?

No separate philanthropic foundation has been publicly identified or disclosed in connection with the firm (public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo