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THREE FIFTY EIGHT INVESTMENT GROUP, LLC

· CRD 334965 · IAPD ↗ · 358investmentgroup.com · (203) 722-0526

$25.00BRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
July 2025 — THREE FIFTY EIGHT INVESTMENT GROUP, LLC now reports custody of client assets ($25.00B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
July 2025 — THREE FIFTY EIGHT INVESTMENT GROUP, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
July 2025 — THREE FIFTY EIGHT INVESTMENT GROUP, LLC now reports 1 private fund(s) ($25.00B gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2025 — THREE FIFTY EIGHT INVESTMENT GROUP, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.