Erez Law is currently investigating M360 Advisors, LLC broker Matthew Koelliker (CRD# 5660722), who is accused of real estate losses. He has been registered with KKR Capital Markets LLC in San Francisco, California, since 2024. He was registered with Pimco Investments LLC in Newport Beach, California, from 2011 to 2020.
Matthew Koelliker Customer Complaints
He has been the subject of three customer complaints between 2024 and 2025, according to his CRD report:
September 2025. “Plaintiff alleges various claims related to a sudden decrease in value of Plaintiff’s limited partnership interest and failure to honor in full its 2021 notice to withdraw limited partnership interest in breach of limited partnership agreement.” The case is currently pending. The complaint was regarding direct investments and real estate security losses, and it took place while he was registered with M360 Advisors, LLC.
October 2024. “Plaintiff alleges various claims related to sudden decrease in value of Plaintiff’s limited partnership interest and failure to honor in full Plaintiff’s redemption request.” The customer is seeking $15,032,924.63 in damages, and the case is currently pending. The case is currently pending. The complaint was regarding direct investments and real estate security losses, and it took place while he was registered with M360 Advisors, LLC.
February 2024. “Investor alleges failure to honor in full its 2020 notice to withdraw limited partnership interest in breach of fund’s limited partnership agreement.” The customer sought $2,888,581.83 in damages, and the case was settled for $650,000. The case is currently pending. The complaint was regarding direct investments and real estate security losses, and it took place while he was registered with M360 Advisors, LLC.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, M360 Advisors, LLC may be liable for investment or other losses suffered by Matthew Koelliker’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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