M3Sixty Enterprises
Headquartered in Kansas City, M3Sixty Enterprises, LLC (“M3Sixty”) is a privately-held, independent financial services firm dedicated to supporting the asset management industry through its subsidiaries, M3Sixty Capital, Administration & Distributors.
M3Sixty understands the challenges of growing and thriving in this competitive and highly regulated environment. To succeed, you need a service-oriented partner that provides superior, user-friendly technology, wide-ranging industry expertise and a truly customizable business model. M3Sixty is built around these priorities. With experts in fund administration, distribution, accounting, transfer agency, advisory oversight, and legal/compliance, M3Sixty offers the full complement of fund servicing. Our firm is comprised of a team of experienced industry professionals supported by leading technology partners to deliver creative solutions unique to each client’s needs.
M3Sixty Capital
M3Sixty has established a multi-boutique asset manager that provides investment solutions and services to institutional clients. Focusing on active managers, we are committed to sourcing unique and differentiated investment vehicles for our clients.
M3Sxity Capital’s (“MCap”) primary goal is to provide access to fully vetted traditional and alternative institutional asset managers that were historically only available to institutional and ultra-high net worth investors.
MCap’s team comprises investment professionals with successful track records managing both mutual fund and institutional assets since 1994. Our portfolio managers are supported by a leadership team that has successfully grown and led multi-billion dollar asset management firms.
M3Sixty Administration
ACCOUNTING & ADMINISTRATION
Our team of Fund Accounting and Administration professionals have extensive industry experience and knowledge, allowing us to provide valuable services to our clients. Their specialties include servicing a wide variety of exotic instruments, product types and tax-free reorganizations. We communicate directly with outside counsel, auditors, financial printers and SEC personnel to prepare tax and regulatory filings on behalf of our clients. Additionally, we provide our assistance and expertise while working through regulatory exams and regulator comments.
TRANSFER AGENCY
The Transfer Agency group offers call center, financial control, daily reporting, Blue Sky Administration and NSCC functions to all types of fund complexes. Our dedicated resources provide customized solutions to meet your specific needs, control costs, increase efficiency and minimize risks.
M3Sixty Distributors
We look to deliver rational marketing strategies to our clients by seeking to match the product line-up and marketing resources of our clients with distribution platforms and channels where these clients can form more meaningful distribution relationships.
Our SEC, FINRA and state registered brokerage affiliate has put in place underwriting agreements and distribution relationships on behalf of our fund clients with a large number of brokerage firms, including some of the largest and most prominent mutual fund and SMA distribution platforms in the industry.
Through M3Sixty’s affiliated investment advisor and broker-dealer, we provide dedicated services to supporting the asset gathering, marketing and distribution initiatives of our 40 ACT and institutional clients as part of our full-service commitment.
MEET OUR TEAM
“The launch of our first mutual fund, and our partnership with M3Sixty, has exceeded our expectations. We are excited to launch our second fund, and expect to see similarly impressive results for investors and our partners.”