Insights

Specialized Investment Strategy M360 Advisors focuses on senior secured debt investments backed by first-priority liens on income-producing commercial real estate, providing a high-yield, low-volatility fixed income alternative. This niche orientation presents opportunities to offer tailored financial products or consulting services aligned with their conservative, income-focused investment approach.

International and Institutional Appeal With investment offerings designed for tax efficiency and an international investor base, M360 is well-positioned for partnerships with global financial institutions and wealth managers seeking diversified fixed income solutions for sophisticated clients.

Growth in Leadership The recent appointment of a new CEO underscores a potential for strategic expansion or new initiatives. Engaging with executive decision-makers at M360 could open collaboration avenues on fund development or operational enhancement projects.

Tech Stack Engagement The company utilizes advanced digital marketing tools like Google Ads and Marketo, indicating an openness to digital engagement strategies. Opportunities exist to provide marketing tech solutions or content services to enhance their investor outreach and acquisition.

Financial and Market Positioning Operating in the niche of short-duration, high-yield fixed income products with revenues between 10M and 25M, M360 competes within a tight market segment. Partnering with services that support compliance, reporting, or investor relations could add value to their current operations.

M360 Advisors Tech Stack

M360 Advisors uses 8 technology products and services including Google Ads, Google Ads Conversion Tracking, Google Hosted Libraries, and more. Explore M360 Advisors's tech stack below.

  • Google Ads
    Advertising
  • Google Ads Conversion Tracking
    Analytics
  • Google Hosted Libraries
    Content Delivery Network
  • Open Graph
    Content Management System
  • Webpack
    Development
  • Google Fonts API
    Font Scripts
  • Choices
    Javascript Libraries
  • Marketo
    Marketing Automation

M360 Advisors's Email Address Formats

M360 Advisors uses at least 1 format(s):
M360 Advisors Email FormatsExamplePercentage
FirstLast@m360advisors.comJohnDoe@m360advisors.com
67%
FirLast@m360advisors.comJohDoe@m360advisors.com
11%
FirstLas@m360advisors.comJohnDoe@m360advisors.com
11%
Last@m360advisors.comDoe@m360advisors.com
11%

Frequently Asked Questions

What is M360 Advisors's phone number?

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You can contact M360 Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is M360 Advisors's official website and social media links?

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M360 Advisors's official website is m360advisors.com and has social profiles on LinkedIn.

What is M360 Advisors's NAICS code?

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M360 Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does M360 Advisors have currently?

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As of December 2025, M360 Advisors has approximately 4 employees across 1 continents, including North America. Key team members include Director - Collateral Management: D. F.Summer Loan Analyst: T. H.. Explore M360 Advisors's employee directory with LeadIQ.

What industry does M360 Advisors belong to?

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M360 Advisors operates in the Investment Management industry.

What technology does M360 Advisors use?

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M360 Advisors's tech stack includes Google AdsGoogle Ads Conversion TrackingGoogle Hosted LibrariesOpen GraphWebpackGoogle Fonts APIChoicesMarketo.

What is M360 Advisors's email format?

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M360 Advisors's email format typically follows the pattern of FirstLast@m360advisors.com. Find more M360 Advisors email formats with LeadIQ.

When was M360 Advisors founded?

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M360 Advisors was founded in 2014.

M360 Advisors

Investment ManagementCalifornia, United States2-10 Employees

M360 Advisors (“M360”) is a U.S.-based investment management company that manages diversified portfolios of senior debt investments secured by first-priority liens on income-producing commercial real estate throughout the United States. M360 favors an investment strategy focused on senior secured debt, which maximizes current income while providing significant collateral protection in the event of an economic slowdown and softening market. By contrast, returns typically associated with real estate equity strategies are mostly “back-ended” and are dependent on asset appreciation, capitalization rate compression, cash flow growth, aggressive refinancing and/or sale of the underlying property. M360’s fund offerings are designed to provide a short duration, high-yield, low-volatility fixed income alternative to traditional fixed income investments while providing reasonable liquidity to investors. Furthermore, M360’s fund offerings are designed for international tax efficiency and have attracted institutional investors throughout the world. M360 benefits from proprietary deal flow sourced by its affiliate, Money360, a vertically-integrated direct lender that originates commercial real estate loans collateralized by office, industrial, multifamily, hospitality and retail property types.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2014
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    M360 Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    M360 Advisors's revenue is estimated to be in the range of $10M$25M

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