Fundrise Advisors, LLC

RIASEC RegisteredEst. 2014
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$231M
Accounts
15
Advisory reps
4

Firm details

Headquarters
Washington, District of Columbia
CRD number
172036
Registered since
September 25, 2014
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies72.83%
  • Pooled Investment Vehicles27.17%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fundrise Advisors, LLC is an SEC-registered institutional RIA formed in 2014 and organized as an LLC. The firm serves both individual and family clients as well as institutional investors, charging fees that include a percentage-of-AUM component alongside other fee arrangements. Its regulatory filings indicate primary advisory work consists of portfolio management for investment companies and for pooled investment vehicles; the firm also acts as sponsor, general partner, and managing member of pooled vehicles it offers. Fundrise Advisors does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Benjamin Miller

    Benjamin Miller

    Co-Founder & CEOCRD 6112814

  • Brandon Jenkins

    Brandon Jenkins

    Chief Operating OfficerCRD 7244524

  • Alison Staloch

    Alison Staloch

    Chief Financial OfficerCRD 7530433

Contacts

1 of 1
  • Bjorn Hall

    Bjorn Hall

    General Counsel & CCOCRD 6364311

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

Washington, DC

District Of Columbia

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
District Of Columbia
Address
11 Du Pont Cir Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth