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360 Degrees Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,999,725
Clients
68
4% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
68
HighAverage account size
$294,114
About
360 Degrees Capital Management LLC provides discretionary portfolio management and individualized investment planning to individuals (including high‑net‑worth clients) and to corporations and other business entities. The firm prepares an Investment Policy Statement for each client and offers ongoing portfolio monitoring, tax‑aware investing, and a mix of passive and active strategies.
360DCM pursues long‑term investment strategies and applies a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to construct portfolios that may include equities, fixed income, ETFs, mutual funds, REITs, precious metals, and cryptocurrency. Clients grant discretionary trading authority, accounts are custodied at Charles Schwab Advisor Services, and the firm provides quarterly reporting with at least an annual formal review.
Noteworthy features include the explicit inclusion of cryptocurrency as an investable asset class and the firm’s stated use of technical and quantitative methods in addition to fundamental analysis—features that are less common among similarly sized advisers. Operationally, 360DCM manages client assets in‑house (does not select third‑party managers), does not participate in wrap fee programs, does not aggregate block trades across accounts, and requires Schwab as custodian, which may influence execution and service considerations.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Tax-loss harvesting
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Account minimum: $60,000 Fee-only: Tiered percentage of assets under management as specified above; no commissions or other fee types charged.
Main office location
360 Degrees Capital Management LLC
Old Bridge NJ, United States
Number of offices
1
Most active in
360 Degrees Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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