CROWDSTREET ADVISORS, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 299176
- Registered since
- November 15, 2018
- Website
- www.crowdstreet.com
- 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
FINTRXOverview
Crowdstreet Advisors, LLC is organized as a limited liability company and has been SEC-registered since 2018. The firm is classified as a real estate fund manager and targets institutional clients. Its fees are charged as a percentage of assets under management. Advisory activities listed for the firm include portfolio management for investment companies and for pooled investment vehicles, selection of other advisers, and publication of periodicals or newsletters. The firm is not identified as an active ESG investor and is not marked as a multi-state adviser in the source data. Crowdstreet also shows operating roles beyond pure advisory work: industry affiliations include acting as a broker-dealer and sponsor, serving as general partner, and functioning as a managing member of pooled investment vehicles. The snapshot labels Crowdstreet as a real estate fund business rather than a capital allocator to third-party managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1STEPHANIE ROTH
Chief Compliance OfficerCRD 5636965
Contacts
3 of 4KRISTEN HOWELL
General Counsel & CCOCRD 5510858
Thomas McDonald
CRD 6658542
Kevin Perry
Financial OfficerCRD 4290908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 98 San Jacinto Blvd
- Time zone
- CT (UTC-6)
- Office locations
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