# Three Fifty Eight Investment Group, LLC

> Three Fifty Eight Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2025, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 334965
- Filed as: THREE FIFTY EIGHT INVESTMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334965
- AdvisorCensus page: https://advisorcensus.com/firm/three-fifty-eight-investment-group-llc-334965

## Quick answers

**How is Three Fifty Eight Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Three Fifty Eight Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Three Fifty Eight Investment Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Three Fifty Eight Investment Group, LLC registered with the SEC or a state?**
Three Fifty Eight Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334965.

**How much does Three Fifty Eight Investment Group, LLC manage?**
Three Fifty Eight Investment Group, LLC reports $25,000,100,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Three Fifty Eight Investment Group, LLC's assets and staff changed since 2025?**
In the Form ADV data for Three Fifty Eight Investment Group, LLC: Regulatory assets under management: $25,000,100,000 in the October 2025 data and $25,000,100,000 in the October 2026 data, unchanged. Total employees: 4 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Three Fifty Eight Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Three Fifty Eight Investment Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334965

**What changed in Three Fifty Eight Investment Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 1% to 2% a year (a range, as the brochure states it)

> Three Fifty Eight charges the Fund an investment management fee of between 1.0% and 2.0% per annum based on the value of the Fund’s assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $25,000,100,000
- Discretionary: $25,000,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $25,000,100,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 358investmentgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $25,000,100,000 | 4 | June 4, 2025 |
| October 2026 | $25,000,100,000 | 5 | March 31, 2026 |

Regulatory assets under management: $25,000,100,000 in the October 2025 data and $25,000,100,000 in the October 2026 data, unchanged.
Total employees: 4 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Three Fifty Eight Investment Group, LLC (CRD 334965): Form ADV filing data as of October 2026.