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 investment adviser organized as an LLC and operating since 2014. The firm serves both individual & family clients and institutional investors and charges fees that include a percentage of assets under management along with other fee arrangements. It focuses on portfolio management for investment companies and for pooled investment vehicles, and it acts in sponsor/GP and managing-member roles for pooled vehicles. Fundrise is not designated as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • BENJAMIN MILLER

    Co-Founder & CEOCRD 6112814

  • BRANDON JENKINS

    Chief Operating OfficerCRD 7244524

  • ALISON STALOCH

    Chief Financial OfficerCRD 7530433

Contacts

1 of 1
  • BJORN HALL

    General Counsel & CCOCRD 6364311

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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 DuPont Cir NW
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth