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 registered investment adviser organized as an LLC and founded in 2014. The firm serves both individual and family clients as well as institutional investors and charges fees that include a percentage of assets under management plus other fee arrangements. Its advisory work centers on portfolio management for investment companies and pooled investment vehicles; it also acts in sponsor/GP and managing-member roles for pooled vehicles. Fundrise does not position itself as a multi-state adviser, does not identify as an active ESG investor, and is not classified as a capital allocator.

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

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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

FINTRX

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