Become a 361 Banking Partner (Broker-Dealer or Registered Rep.)

361Firm welcomes partnering with other Broker-Dealers (B-Ds), or Registered Reps. (RRs) to enhance our collective deal flow and investor distribution. You can cross-sell your deals to 361’s community of 4K+ allocators. You can 361’s deals to your investors - see our 25+ sell-side mandates of both direct deals and funds (see 361 External Pipeline), and we have a long queue of potential mandates on which we could collaborate.

(1) RRs at a B-D can collaborate immediately. We have a BD Fee-Share Framework Agreement to add both mandates (yours and ours) and Approved Investors (yours and ours). 

(2) RRs you can join 361Firm and stay independent but enjoy lower BD fee percentages, lower annual costs, and inside access to 361 investors and deals - see 361firm.com/coreaffiliate. You can also join 361 as a new RR, taking your tests to be licensed with our B-D (Finalis). 

(3) RRs with Finalis can cross-market on mandates via our 361 Fee-Share Agreement with Finalis Reps. and you could also Co-Lead 361 Mandates which has a variation on our model (see MOU with Core 361 Affiliates). 

To kick off the process, please submit our simple form (excerpt below), and we will quickly revert.