Form D · Other Investment Fund

3650 Real Estate Investment Trust 2 LLC

Miami, FL · CIK 0001840727

Offering snapshot reported Jan 21, 2022 · SEC filing

Reported sold
$125K
Offering amount: $125K
Investors reported
125
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Jan 20, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 21, 2022Initial$125,000No comparison125SEC filing
Jan 18, 2022Amendment$585,800,000$0vs Jan 15, 20212SEC filing
Jan 15, 2021Initial$585,800,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$6.25K
Finders' fees
$0
Form D file number
021-430405
Series A Preferred Membership Interest Shares

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
H & L Equities, LLC113794Charles Mathes · CRD 5980160

Source: Form D, filed Jan 21, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

3650 REAL ESTATE INVESTMENT TRUST 2 LLC

Investment adviser: 3650 REIT INVESTMENT MANAGEMENT LLC

Gross asset value
$704M
Beneficial owners
3
ADV minimum commitment
$10M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor DELOITTE & TOUCHE LLP MIAMI, Florida, United States
Custodian CITY NATIONAL BANK OF FLORIDA MIAMI, Florida, United States Related to adviser: No
Custodian COMPUTERSHARE TRUST COMPANY, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian CREDIT SUISSE NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS NEW YORK, New York, United States Related to adviser: No
Custodian SIGNATURE BANK NYC, New York, United States Related to adviser: No
Custodian WELLS FARGO BANK MINNEAPOLIS, Minnesota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Filing source

Form ADV 2087706 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-4273992828

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A 3650 Reit Investment Management Llc Promoter
Tobin Cobb Executive
Justin Kennedy Executive
Jonathan Roth Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2977 Mc Farlane Road, Suite 300
Miami, FL, 33133