Crowdstreet Advisors, LLC

RIASEC RegisteredEst. 2018
Total AUM
$232M
Discretionary
$232M
100% of AUM
Avg account
$7.7M
Accounts
30
Employees
6
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
299176
Registered since
November 15, 2018
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles84.42%
  • Investment Companies15.58%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Crowdstreet Advisors, LLC is organized as an LLC and operates as a real estate-focused investment adviser that primarily serves institutional clients. The firm registers as a manager of pooled vehicles and investment companies and also performs selection of other advisers and publishes periodicals or newsletters. Its stated fee model is based on a percentage of assets under management. Crowdstreet Advisors is classified as a real estate fund manager and identifies its business activities and industry roles to include acting as sponsor/general partner and managing member of pooled investment vehicles. The adviser appears to have a concentrated institutional client base and is not positioned as a broad capital allocator; its activity centers on creating and managing real-estate-oriented pooled investments and related credit and placement structures. The firm does not list itself as an active ESG investor in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Ashley Bradford

    Ashley Bradford

    Senior Compliance AnalystCRD 6848059

  • Kristen Howell

    Kristen Howell

    General Counsel & CCOCRD 5510858

  • Kevin Perry

    Kevin Perry

    Financial OfficerCRD 4290908

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
10 E 40th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth