360 Degrees Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
360 Degrees Capital Management provides discretionary portfolio management and personalized investment planning for individuals, high‑net‑worth clients, and business entities. The firm constructs an Investment Policy Statement for each client and offers asset selection, ongoing monitoring, tax‑aware investing, and both passive and active strategies across a range of securities.
The firm’s investment process blends fundamental, technical, and quantitative analysis within a modern portfolio theory framework and emphasizes long‑term holding periods. Clients receive tailored portfolios and ongoing reviews; 360DCM typically implements model allocations and requests discretionary authority to execute the strategy on the client’s behalf.
Distinctive features include explicit use of cryptocurrency alongside traditional asset classes and a multi‑disciplinary analysis approach that combines technical and quantitative methods with fundamental research. The firm manages client assets directly (it does not select outside managers), requires custody with Charles Schwab Advisor Services (from which it receives platform benefits), and discloses that it does not aggregate block trades for multiple client accounts.
Client services
Expertise
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: $70,000 (may be waived at firm's discretion)
Main office
Old Bridge NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
360 Dcm · 360 Degrees Capital Management · 360 Degrees Capital Management LLC · 360° Capital Management
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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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