3
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
1-4 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 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
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Tax-loss harvesting
Real estate investing
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 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")