Asset ManagerRIA · CRD 326563SEC-Registered

Updated:

364 INVESTING

364 INVESTING, LLC is an SEC-registered investment adviser with approximately $2 million in regulatory assets under management. The firm has 1 employee and 1...

364 INVESTING

364 INVESTING, LLC is an SEC-registered investment adviser with approximately $2 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Frequently asked questions

Is 364 INVESTING a single-family office or a commercial asset manager?

While structured as a registered investment adviser rather than a family office exempt from registration, 364 INVESTING's regulatory disclosures indicate a client count consistent with a single-family or single-institution mandate. The firm does not market funds, maintain a public website, or employ a distribution team, all of which distinguish it from a commercial asset manager seeking third-party capital. This structure may reflect a decision to maintain SEC oversight and a formal fiduciary framework even for affiliated capital.

What does 364 INVESTING invest in?

According to its Form ADV filings, the firm allocates across public equities, private direct investments, and private credit instruments. The absence of sector-specific restrictions in its stated mandate suggests an opportunistic, generalist approach. No specific portfolio companies have been publicly disclosed by the firm.

Who runs investment decisions at 364 INVESTING?

Public records do not identify the named principals or decision-makers at 364 INVESTING beyond the regulatory contact individuals listed in its Form ADV. The firm has no public-facing investment committee, and no principals have disclosed affiliations with the manager in external media or professional profiles. This opacity is consistent with a captive capital vehicle serving principals who prefer anonymity.

Does 364 INVESTING accept outside capital?

Regulatory filings indicate the firm manages a very small number of client accounts, and it does not operate any pooled investment vehicles marketed to external investors. No public fundraising activities, investor conference appearances, or placement agent relationships are associated with the firm. It does not appear to be open to unsolicited third-party investment.

Why is the firm called 364 INVESTING?

The name has not been publicly explained by the firm. In private investment structures, numerical prefixes can reference a founding date, a tax-identification convention, or an internal pacing target—364 days of investment activity in a given year, for instance. Without a statement from the principals, the origin of the name remains a matter of inference.

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.

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