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361 Capital, LLC

4600 South Syracuse Street
Suite 500, Colorado 80237
United States
 
Contact :      Hallie Myers
Phone :       303-224-3900
Fax :             303-224-3901
Email :         hmyers@361capital.com
Web :           http://361capital.com/

361 Capital, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $1,803
Tax-Exempt Managed ($Mil) : $504
Taxable Assets Managed ($Mil) : $1,700
Year Founded : 2005
Wrap Programs Offered? : Yes
# of Accounts Managed : 584
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands
  $
  $
  $
  $
  $

361 Capital, LLC History

361 Capital is an award-winning boutique asset manager focused on delivering an array of distinctive investment strategies to institutions, advisors and their clients. Founded in 2001, the Firm specializes in creating innovative portfolio solutions using behaviorally-driven, quantitative methods designed to monetize behavioral biases and market factors in order to pursue consistent alpha for client portfolios.


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
100
$52.27
 
Limited Partnership :
30
$16.23
 
Foundations :
3
$11.26
ERISA :
21
$39.75
Unions, Taft-Hartley :
0
$0.00
Public :
11
$379.69
Others :
440
$1343.52
Total # of Professional : 50 Analysts : 4
Portfolio Managers : 8 Traders : 0
Client Service : 0 Operation : 0

361 Capital, LLC Personnel

Mr.  John Riddle

Portfolio Manager
Tel : 303-414-1100
Email: jriddle@361capital.com
Investment Experience: 24 yrs CFA Responsible for portfolio management, investment research and quantitative analysis. Previously held the positions of President/Chief Investment Officer of Duff & Phelps Investment Management Co., CEO/Chief Investment Officer with Capital West Asset Management LLC, Director of Research and Portfolio Management with US West Inc., Portfolio Manager with GTE Investment Management and Senior Finanical Analyst with GTE Inc.

Mr.  Mark Jaeger

Portfolio Manager
Tel : 303-414-1100
Email: mjaeger@361capital.com
Investment Experience: 19 yrs CFA, CPA Responsible for portfolio management, investment research and quantitative analysis. Previously held positions of Managing Director of Equities with Duff & Phelps Investment Management Co., Controller of the Rocky Mountain Division at Comcast, Executive Director at AT&T Broadband, CFO/CIO at the Colorado Intergovernmental Risk Sharing Agency, Auditor at Authur Anderson & Co.

Mr.  Dan Cascarano

Client Contact
Tel : 303-224-3936
Email: dcascarano@361capital.com

Ms.  Hallie Myers

Client Contact
Tel : 303-224-3950
Email: hmyers@361capital.com

361 Capital, LLC Product Name

361 Large Cap Concentrated Equity Institutional:Privately Managed Accounts
361 Large Cap Concentrated Equity Tax Aware:Privately Managed Accounts
361 Large Cap Value:Privately Managed Accounts
361 U.S. Small Cap Equity:Privately Managed Accounts
361 U.S. Mid Cap Equity:Privately Managed Accounts
Report Created: September,26 2018.  Copyright Money Manager Review , All rights Reserved.
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