CROWDSTREET ADVISORS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$232M
Discretionary
$232M
100% of AUM
Avg account
$7.7M
Accounts
30
Employees
11
Advisory reps
5

Firm details

Headquarters
AUSTIN, Texas
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 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

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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

Owners & executives

1 of 1
  • STEPHANIE ROTH

    Chief Compliance OfficerCRD 5636965

Contacts

3 of 4
  • KRISTEN HOWELL

    General Counsel & CCOCRD 5510858

  • Thomas McDonald

    CRD 6658542

  • Kevin Perry

    Financial OfficerCRD 4290908

Unlock 1 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth