CROWDSTREET ADVISORS, LLC
Adviser information for CROWDSTREET ADVISORS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 20 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 9 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 209 | $495.9M |
| Non-Discretionary | 11 | $12.6M |
| Total | 220 | $508.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 220 | $117.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $39.5M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 29 | $351.9M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersONLINE WEBINARS |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-114281 |
|---|---|
| SEC ERA File Number | 801-114281 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299176 |
| Legal Entity Identifier | None |
Principal Office
98 SAN JACINTO BOULEVARDSUITE 400
AUSTIN
TX
United States
Monday - Friday, 9AM-5PM
Tel: (971) 803-3110, Fax: None
Chief Compliance Officer
STEPHANIE ROTH
98 SAN JACINTO BOULEVARD
SUITE 400
AUSTIN
TX
United States
Tel:
(954) 770-2872
S*************@**************M
(Full email address available in API data)
Industry Affiliates
| CROWDSTREET CAPITAL LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CROWDSTREET INVESTMENTS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CROWDSTREET BLENDED PORTFOLIO I, LLC, SERIES I | Real Estate Fund | $6.7M | $0.0M | 196 |
| CROWDSTREET BLENDED PORTFOLIO I, LLC, SERIES II | Real Estate Fund | $6.4M | $0.0M | 206 |
| CROWDSTREET BLENDED PORTFOLIO I, LLC, SERIES III | Real Estate Fund | $7.1M | $0.0M | 208 |
| CROWDSTREET BLENDED PORTFOLIO I, LLC, SERIES IV | Real Estate Fund | $7.8M | $0.0M | 211 |
| CROWDSTREET BLENDED PORTFOLIO I, LLC, SERIES V | Real Estate Fund | $7.6M | $0.0M | 270 |
| CROWDSTREET BLENDED PORTFOLIO I, LLC, SERIES VI | Real Estate Fund | $5.6M | $0.0M | 100 |
| CROWDSTREET BLENDED PORTFOLIO I, LLC, SERIES VII | Real Estate Fund | $1.8M | $0.0M | 29 |
| CROWDSTREET BUILD-TO-RENT AND MULTIFAMILY FUND I, LLC, SERIES I | Real Estate Fund | $16.1M | $0.1M | 101 |
| CROWDSTREET BUILD-TO-RENT AND MULTIFAMILY FUND I, LLC, SERIES I-B | Real Estate Fund | $7.9M | $0.1M | 40 |
| CROWDSTREET BUILD-TO-RENT AND MULTIFAMILY FUND I, LLC, SERIES II | Real Estate Fund | $13.8M | $0.1M | 66 |
| CROWDSTREET BUILD-TO-RENT AND MULTIFAMILY FUND I, LLC, SERIES III | Real Estate Fund | $6.2M | $0.1M | 40 |
| CROWDSTREET E-COMMERCE PROPERTY FUND I, LLC | Real Estate Fund | $4.3M | $0.1M | 61 |
| CROWDSTREET GENERAL PARTNER GROWTH FUND I, LLC, SERIES I | Real Estate Fund | $3.3M | $0.1M | 99 |
| CROWDSTREET GENERAL PARTNER GROWTH FUND I, LLC, SERIES I-B | Real Estate Fund | $5.8M | $0.1M | 116 |
| CROWDSTREET INDUSTRIAL DEVELOPMENT FUND I, LLC | Real Estate Fund | $15.7M | $0.1M | 87 |
| CROWDSTREET LIFE SCIENCES & HEALTHCARE FUND I, LLC, SERIES I | Real Estate Fund | $5.3M | $0.1M | 58 |
| CROWDSTREET OPPORTUNISTIC FUND I, LLC, SERIES I | Real Estate Fund | $12.6M | $0.1M | 98 |
| CROWDSTREET OPPORTUNISTIC FUND I, LLC, SERIES II | Real Estate Fund | $13.8M | $0.1M | 100 |
| CROWDSTREET OPPORTUNISTIC FUND I, LLC, SERIES II-B | Real Estate Fund | $12.0M | $0.1M | 69 |
| CROWDSTREET OPPORTUNISTIC FUND I, LLC, SERIES III | Real Estate Fund | $15.6M | $0.1M | 91 |
| CROWDSTREET OPPORTUNISTIC FUND I, LLC, SERIES III-B | Real Estate Fund | $13.8M | $0.1M | 58 |
| CROWDSTREET OPPORTUNISTIC FUND I, LLC, SERIES IV | Real Estate Fund | $7.9M | $0.1M | 48 |
| CROWDSTREET OPPORTUNITY ZONE FUND II-B, LLC | Real Estate Fund | $17.1M | $0.1M | 54 |
| CROWDSTREET OPPORTUNITY ZONE FUND II, LLC | Real Estate Fund | $10.0M | $0.1M | 50 |
| CROWDSTREET OPPORTUNITY ZONE FUND III, LLC | Real Estate Fund | $21.7M | $0.1M | 99 |
| CROWDSTREET OPPORTUNITY ZONE FUND IV, LLC | Real Estate Fund | $16.3M | $0.1M | 87 |
| CROWDSTREET OPPORTUNITY ZONE PORTFOLIO, LLC | Real Estate Fund | $16.8M | $0.1M | 91 |
| CROWDSTREET REIT I, INC. | Real Estate Fund | $40.9M | $0.0M | 988 |
| CROWDSTREET SPECIAL SITUATIONS FUND I, LLC, SERIES I | Real Estate Fund | $3.2M | $0.1M | 49 |
| CROWDSTREET SUNBELT GROWTH FUND I, LLC | Real Estate Fund | $5.9M | $0.1M | 43 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CROWDSTREET, INC | Domestic Entity | – | PARENT CORPORATION | 04/2018 | > 75% |
| CHANG, SHELDON | Individual | – | PRESIDENT | 08/2021 | < 5% |
| ROTH, STEPHANIE, ANNE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
| HOWELL, KRISTEN, LEIGH | Individual | – | GENERAL COUNSEL | 10/2023 | < 5% |
| Perry, Kevin | Individual | – | FINANCIAL OFFICER | 10/2023 | < 5% |
| CHANDLER, JOHN, ROBERT | Individual | – | CHIEF EXECUTIVE OFFICER | 10/2023 | < 5% |