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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

3650 REIT INVESTMENT MANAGEMENT LLC

CRD 286013

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15cec772-a71e-633b-4a0b-008ccf2be264

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 9
On other graphs: 2
Observed: Dec 2, 2016 to Mar 31, 2026
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Creditidentity

3650 REIT INVESTMENT MANAGEMENT LLC

Private credit manager · shared crd

Real Estate Fundsidentity

3650 Reit Investment Management LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.15 institutional_share=0.26 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $2.4BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 16
Advisory employees: 8
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 13
Private funds: 16Schedule D 7.B(1)
Custody, client assets: $0
Relying advisers: 1
SEC number: 801-110624
CRD: 286013
Filings on the tape: 21
First filed: Dec 2, 2016
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: 3650reitinvestmentmanagement.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
3650 CAL BRIDGE LENDING LLC	Real Estate Fund	$1.4B	Oct 21, 2024	2	Mar 30, 2020	reported	n/a
3650 REAL ESTATE INVESTMENT TRUST 2 LLC	Real Estate Fund	$704M	Oct 21, 2024	3	Mar 31, 2022	reported	021-386549
CAL 3650 SF INVESTCO LP	Real Estate Fund	$609M	Oct 21, 2024	2	Mar 31, 2021	reported	n/a
3650 REAL ESTATE INVESTMENT TRUST 3 LLC	Real Estate Fund	$520M	Oct 21, 2024	3	Mar 31, 2022	reported	021-396799
3650 MREI BED INVESTCO LP	Real Estate Fund	$250M	Oct 21, 2024	2	Mar 31, 2022	reported	n/a
GRASS RIVER RE CREDIT EVERGLADE PARTNERS, L.P.	Real Estate Fund	$185M	Oct 21, 2024	5	Mar 31, 2021	reported	n/a
3650 P-SMA INVESTCO LP	Real Estate Fund	$102M	Oct 21, 2024	2	Mar 30, 2024	reported	n/a
3650 HAMAGEN INVESTCO LP	Real Estate Fund	$75.7M	Oct 21, 2024	2	Mar 31, 2022	reported	n/a
3650 MREI INVESTCO LP	Real Estate Fund	$67.3M	Oct 21, 2024	2	Mar 31, 2021	reported	n/a
3650 SPECIAL SITUATIONS I, L.P.	Real Estate Fund	$30.0M	Oct 21, 2024	2	Mar 30, 2024	reported	021-500112
3650 SPECIAL SITUATIONS GP CO-INVESTMENT I, L.P.	Real Estate Fund	$12.5M	Oct 21, 2024	2	Mar 30, 2024	reported	021-500112

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
3650 HOLDINGS GP LLC	GENERAL PARTNER OF 3650 HOLDINGS LP	F	yes	03/2017	Mar 30, 2020	Oct 21, 2024
3650 HOLDINGS LP	MANAGING MEMBER	E	yes	04/2018	Jun 18, 2019	Oct 21, 2024
3650 REIT HOLDING COMPANY LLC	MANAGING MEMBER	E	yes	07/2017	Mar 30, 2020	Oct 21, 2024
COBB, TOBIN, TEMPLETON	MANAGING PARTNER	Na	yes	10/2016	Dec 2, 2016	Oct 21, 2024
Jefferis, Mark, Anthony	GC/CCO	Na	yes	07/2017	Sep 25, 2017	Oct 21, 2024
KENNEDY, JUSTIN, ANTHONY	MANAGING PARTNER	Na	yes	10/2016	Dec 2, 2016	Oct 21, 2024
PAROWER, ANDREW, MARTIN	PORTFOLIO MANAGER/HEAD OF CREDIT	Na	yes	10/2016	Sep 25, 2017	Oct 21, 2024
ROTH, JONATHAN, PAUL	MANAGING PARTNER	Na	yes	10/2016	Dec 2, 2016	Oct 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
3650 BED INVESTCO GP LLC	n/a	n/a	n/a	N	yes	n/a
3650 HAMAGEN BED INVESTCO GP LLC	n/a	n/a	n/a	N	yes	n/a
3650 P-SMA BED INVESTCO GP LLC	n/a	n/a	n/a	Y	yes	n/a
3650 SCF INVESTCO GP LLC	n/a	n/a	n/a	N	yes	n/a
3650 SPECIAL SITUATIONS GP I, LLC	n/a	n/a	n/a	Y	yes	n/a
GRASS RIVER RE CREDIT GP I, L.P.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BEVERLY HILLS	CA	United States	3	no
NEW YORK	NY	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$2.4B	$1.5B	16	8	2	16	n/a
2024	Mar 31, 2025	$2.8B	$1.5B	16	8	2	16	n/a
2023	Mar 30, 2024	$2.7B	$1.2B	14	7	2	11	$3.9B
2022	Mar 30, 2023	$2.8B	$1.3B	14	7	2	8	$2.7B
2021	Mar 31, 2022	$2.3B	$1.2B	13	7	2	8	$1.8B
2020	Mar 31, 2021	$1.5B	$586M	8	7	2	4	$312M
2019	Mar 30, 2020	$910M	$0	16	7	2	1	$30.0M
2018	Apr 1, 2019	$460M	$202M	9	7	4	n/a	n/a
2017	Mar 30, 2018	$258M	$0	7	4	2	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.4B	$2.8B	-12.6%	$2.8B	-4.6%	16	16	2	2

Relationships

Advises (11)

→ 3650 MREI BED INVESTCO LPPrivate fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ CAL 3650 SF INVESTCO LPPrivate fundReal Estate Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ 3650 HAMAGEN INVESTCO LPPrivate fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ 3650 MREI INVESTCO LPPrivate fundReal Estate Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ 3650 REAL ESTATE INVESTMENT TRUST 3 LLCPrivate fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ GRASS RIVER RE CREDIT EVERGLADE PARTNERS, L.P.Private fundReal Estate Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ 3650 SPECIAL SITUATIONS GP CO-INVESTMENT I, L.P.Private fundReal Estate Fund, IA
Mar 30, 2024 to presentfactForm ADV
→ 3650 REAL ESTATE INVESTMENT TRUST 2 LLCPrivate fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ 3650 SPECIAL SITUATIONS I, L.P.Private fundReal Estate Fund, IA
Mar 30, 2024 to presentfactForm ADV
→ 3650 CAL BRIDGE LENDING LLCPrivate fundReal Estate Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ 3650 P-SMA INVESTCO LPPrivate fundReal Estate Fund, IA
Mar 30, 2024 to presentfactForm ADV

Controls (8)

← COBB, TOBIN, TEMPLETONOwnerMANAGING PARTNER, ownership code NA, individual
Dec 2, 2016 to Oct 21, 2024factForm ADV
← KENNEDY, JUSTIN, ANTHONYOwnerMANAGING PARTNER, ownership code NA, individual
Dec 2, 2016 to Oct 21, 2024factForm ADV
← PAROWER, ANDREW, MARTINOwnerPORTFOLIO MANAGER/HEAD OF CREDIT, ownership code NA, individual
Sep 25, 2017 to Oct 21, 2024factForm ADV
← ROTH, JONATHAN, PAULOwnerMANAGING PARTNER, ownership code NA, individual
Dec 2, 2016 to Oct 21, 2024factForm ADV
← Jefferis, Mark, AnthonyOwnerGC/CCO, ownership code NA, individual
Sep 25, 2017 to Oct 21, 2024factForm ADV
← 3650 HOLDINGS GP LLCOwnerGENERAL PARTNER OF 3650 HOLDINGS LP, ownership code F, domestic entity
Mar 30, 2020 to Oct 21, 2024factForm ADV
← 3650 HOLDINGS LPOwnerMANAGING MEMBER, ownership code E, domestic entity
Jun 18, 2019 to Oct 21, 2024factForm ADV
← 3650 REIT HOLDING COMPANY LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 30, 2020 to Oct 21, 2024factForm ADV

Dated events

Occurred
Mar 31, 2022
Regulatory AUM changed
3650 Reit Investment Management Llc reported RAUM $2.3B, up 55% from $1.5B (2021-03-31 to 2022-03-31)
Form ADVobserved 3 days ago
$828M
Occurred
Mar 31, 2021
Regulatory AUM changed
3650 Reit Investment Management Llc reported RAUM $1.5B, up 64% from $909.7M (2020-03-30 to 2021-03-31)
Form ADVobserved 3 days ago
$585M
Occurred
Mar 30, 2020
Regulatory AUM changed
3650 Reit Investment Management Llc reported RAUM $909.7M, up 98% from $459.6M (2020-03-06 to 2020-03-30)
Form ADVobserved 3 days ago
$450M
Occurred
Mar 30, 2020
Control person left
Michael Fleischer (Head Of Bridge & Event Driven Originations) no longer on Schedule A of 3650 Reit Investment Management Llc (listed 2020-03-06, absent 2020-03-30)
Form ADVobserved 3 days ago
Occurred
Mar 30, 2020
Control person left
Lee Kenneth Dickey (Head Of Fixed Rate Lending) no longer on Schedule A of 3650 Reit Investment Management Llc (listed 2020-03-06, absent 2020-03-30)
Form ADVobserved 3 days ago
Occurred
Apr 1, 2019
Regulatory AUM changed
3650 Reit Investment Management Llc reported RAUM $459.6M, up 78% from $257.6M (2018-04-27 to 2019-04-01)
Form ADVobserved 3 days ago
$202M
Occurred
Apr 1, 2019
Control person joined
Michael Fleischer (Head Of Bridge & Event Driven Originations) appeared on Schedule A of 3650 Reit Investment Management Llc
Form ADVobserved 3 days ago
Occurred
Apr 1, 2019
Control person joined
Lee Kenneth Dickey (Head Of Fixed Rate Lending) appeared on Schedule A of 3650 Reit Investment Management Llc
Form ADVobserved 3 days ago
Occurred
Dec 2, 2016
First Form ADV filing
Grass River Credit Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15cec772-a71e-633b-4a0b-008ccf2be264
First observed: Dec 2, 2016
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

3650 REIT INVESTMENT MANAGEMENT LLC

CRD 286013

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15cec772-a71e-633b-4a0b-008ccf2be264

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:48 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

3650 CAL BRIDGE LENDING LLC

Real Estate Fund

$1.4B

Oct 21, 2024

Mar 30, 2020

reported

n/a

3650 REAL ESTATE INVESTMENT TRUST 2 LLC

Real Estate Fund

$704M

Oct 21, 2024

Mar 31, 2022

reported

021-386549

CAL 3650 SF INVESTCO LP

Real Estate Fund

$609M

Oct 21, 2024

Mar 31, 2021

reported

n/a

3650 REAL ESTATE INVESTMENT TRUST 3 LLC

Real Estate Fund

$520M

Oct 21, 2024

Mar 31, 2022

reported

021-396799

3650 MREI BED INVESTCO LP

Real Estate Fund

$250M

Oct 21, 2024

Mar 31, 2022

reported

n/a

GRASS RIVER RE CREDIT EVERGLADE PARTNERS, L.P.

Real Estate Fund

$185M

Oct 21, 2024

Mar 31, 2021

reported

n/a

3650 P-SMA INVESTCO LP

Real Estate Fund

$102M

Oct 21, 2024

Mar 30, 2024

reported

n/a

3650 HAMAGEN INVESTCO LP

Real Estate Fund

$75.7M

Oct 21, 2024

Mar 31, 2022

reported

n/a

3650 MREI INVESTCO LP

Real Estate Fund

$67.3M

Oct 21, 2024

Mar 31, 2021

reported

n/a

3650 SPECIAL SITUATIONS I, L.P.

Real Estate Fund

$30.0M

Oct 21, 2024

Mar 30, 2024

reported

021-500112

3650 SPECIAL SITUATIONS GP CO-INVESTMENT I, L.P.

Real Estate Fund

$12.5M

Oct 21, 2024

Mar 30, 2024

reported

021-500112

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

3650 HOLDINGS GP LLC

GENERAL PARTNER OF 3650 HOLDINGS LP

yes

03/2017

Mar 30, 2020

Oct 21, 2024

3650 HOLDINGS LP

MANAGING MEMBER

yes

04/2018

Jun 18, 2019

Oct 21, 2024

3650 REIT HOLDING COMPANY LLC

MANAGING MEMBER

yes

07/2017

Mar 30, 2020

Oct 21, 2024

COBB, TOBIN, TEMPLETON

MANAGING PARTNER

yes

10/2016

Dec 2, 2016

Oct 21, 2024

Jefferis, Mark, Anthony

GC/CCO

yes

07/2017

Sep 25, 2017

Oct 21, 2024

KENNEDY, JUSTIN, ANTHONY

MANAGING PARTNER

yes

10/2016

Dec 2, 2016

Oct 21, 2024

PAROWER, ANDREW, MARTIN

PORTFOLIO MANAGER/HEAD OF CREDIT

yes

10/2016

Sep 25, 2017

Oct 21, 2024

ROTH, JONATHAN, PAUL

MANAGING PARTNER

yes

10/2016

Dec 2, 2016

Oct 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

3650 BED INVESTCO GP LLC

n/a

yes

n/a

3650 HAMAGEN BED INVESTCO GP LLC

n/a

yes

n/a

3650 P-SMA BED INVESTCO GP LLC

n/a

yes

n/a

3650 SCF INVESTCO GP LLC

n/a

yes

n/a

3650 SPECIAL SITUATIONS GP I, LLC

n/a

yes

n/a

GRASS RIVER RE CREDIT GP I, L.P.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

BEVERLY HILLS

United States

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$2.4B

$1.5B

n/a

2024

Mar 31, 2025

$2.8B

$1.5B

n/a

2023

Mar 30, 2024

$2.7B

$1.2B

$3.9B

2022

Mar 30, 2023

$2.8B

$1.3B

$2.7B

2021

Mar 31, 2022

$2.3B

$1.2B

$1.8B

2020

Mar 31, 2021

$1.5B

$586M

$312M

2019

Mar 30, 2020

$910M

$30.0M

2018

Apr 1, 2019

$460M

$202M

n/a

2017

Mar 30, 2018

$258M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.4B

$2.8B

-12.6%

$2.8B

-4.6%