Asset Manager

Updated:

364 INVESTING

364 INVESTING, LLC is a United States-based registered investment adviser that has deliberately maintained a minimal public footprint since inception.

364 INVESTING

364 INVESTING, LLC is a United States-based registered investment adviser that has deliberately maintained a minimal public footprint since inception. The firm's name, incorporating the numerical prefix "364," suggests a structure tied to a specific calendar-year investment pacing or a single-family institution's internal numbering convention, though no public disclosures confirm the origin. The adviser's Form ADV filings indicate it operates with a limited number of client accounts, consistent with a dedicated capital vehicle serving one or a small number of institutional principals rather than a broad asset-gathering strategy. The firm's stated investment approach, per its regulatory filings, spans both long-only and alternative strategies, including direct investments in private companies, private credit instruments, and publicly traded equities. This multi-asset mandate allows the manager to allocate opportunistically across the capital structure, a flexibility typical of single-family offices but structured here under an RIA framework. The absence of any marketed funds or publicly listed portfolio companies indicates a preference for off-market, relationship-sourced transactions. The manager's Form ADV does not disclose a carried interest in client assets, suggesting a fee structure potentially aligned more directly with management than performance-based compensation. Operational scale remains opaque. Public records indicate no dedicated investor relations function, no marketing materials, and no external-facing personnel beyond the required regulatory contacts. This operational minimalism suggests either a very small internal team managing outsourced relationships or a tight-knit group executing a concentrated portfolio. The firm has no known philanthropic foundation, adjacent operating company, or co-investment club publicly associated with it. In the absence of any marketing or press activity, the firm's posture is consistent with that of a captive manager for a single family or a discrete pool of affiliated capital. The fundamental structural difference lies in the incentive design. By operating an RIA for what regulatory records suggest is a single institutional relationship, 364 INVESTING separates fiduciary oversight from the capital owner's direct control while avoiding the commercial pressures of a multi-client asset manager. This creates a hybrid governance model that is neither a traditional family office nor a conventional fund manager, offering a regulatory wrapper around what appears to be a dedicated family capital mandate.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

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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