{"url":"https://nivawealth.com/firms/three-fifty-eight-investment-group-334965","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/334965","regulatoryAum":25000100000,"crd":"334965","secFileNumber":"801-132119","legalName":"Three Fifty Eight Investment Group, LLC","displayName":"Three Fifty Eight Investment Group","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"7 March 2025","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":5,"advisory":4,"brokerDealerReps":1,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":25000100000,"discretionaryAccounts":1,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":25000100000}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Three Fifty Eight Investment Group has custody of $25.00B for 1 clients.","otherCustodians":[],"leadership":[{"name":"Robert Aranda","title":"Member, Chief Executive Officer, Co-Chief Investment Officer","crd":"8040944"},{"name":"John Ferguson","title":"Member, President, Chief Compliance Officer","crd":"4635144"},{"name":"Eric Lujan","title":"Member, Chief Revenue Officer","crd":"8246156"},{"name":"Aaron Young","title":"Member, Co-Chief Investment Officer","crd":"4991044"}],"ownership":[{"label":"John Ferguson","detail":"Member, president, chief compliance officer in the 10% to 25% ownership band and a control person, since January 2025."},{"label":"Robert Aranda","detail":"Member, chief executive officer, co-chief investment officer in the 25% to 50% ownership band and a control person, since January 2025. Also a managing member of Urbanomics, LLC in the 75% or more band and a control person, since January 2025."},{"label":"Aaron Young","detail":"Member, co-chief investment officer in the 25% to 50% ownership band and a control person, since January 2025."},{"label":"Three Fifty Eight Global, L.P.","detail":"Member in the 25% to 50% ownership band and a control person, since January 2025."},{"label":"Eric Lujan","detail":"Member, chief revenue officer in the 10% to 25% ownership band and a control person, since January 2026."},{"label":"Fund Cxliii, LLC","detail":"Indirect owner: a partner of Three Fifty Eight Global, L.P. in the 25% to 50% band and a control person, since January 2025.","parent":"Three Fifty Eight Global, L.P."},{"label":"Urbanomics, LLC","detail":"Indirect owner: a managing member of Fund Cxliii, LLC in the 75% or more band and a control person, since January 2025.","parent":"Fund Cxliii, LLC"},{"label":"Suncook Capital Group, LLC","detail":"Indirect owner: general partner of Three Fifty Eight Global, L.P. and a control person, since January 2025.","parent":"Three Fifty Eight Global, L.P."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"203-722-0526","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":1},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/334965/PDF/334965.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Three Fifty Eight Investment Group have?","answer":"Three Fifty Eight Investment Group has 1 clients and manages $25 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Three Fifty Eight Investment Group offer?","answer":"Three Fifty Eight Investment Group provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Three Fifty Eight Investment Group have?","answer":"Three Fifty Eight Investment Group has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Three Fifty Eight Investment Group?","answer":"Three Fifty Eight Investment Group is owned through a chain of holding companies by Urbanomics, LLC. Its direct owners are John Ferguson, Robert Aranda, Aaron Young, Three Fifty Eight Global, L.P. and Eric Lujan, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Three Fifty Eight Investment Group get paid?","answer":"Three Fifty Eight Investment Group is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}