Fundrise Advisors, LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 172036
- Registered since
- September 25, 2014
- Website
- fundrise.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Benjamin 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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