Firm profile

3650 REIT INVESTMENT MANAGEMENT LLC

MIAMI, FLCRD 286013Latest ADV March 31, 2026

3650 Reit Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 31, 2026, reports $2.4B in regulatory assets under management, 16 employees, 2 offices, and 13 accounts.

Assets Under Management
$2.4B
Employees
16
Offices
2 offices
Total Clients
12
Primary office
MIAMI, FL
2977 MCFARLANE RD., SUITE 300, MIAMI, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMark A. Jefferis

Advisory services offered

2 types reported
Other advisory services
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentSovereign Wealth represent 41.7% of total clients.
Top client categories% of clientsClients
1
Sovereign Wealth
41.7%
5
2
Pooled Investment Vehicles
33.3%
4
3
Corporations
25.0%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.4Bas of March 31, 2026
Discretionary61.8%
$1.5B
62% of total RAUM61.8%
Non-discretionary38.2%
$930M
38% of total RAUM38.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.4B
Total Accounts13
10Y AUM Change+$2.4B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee1:1
10Y Employee Change+12 (+300.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.