FUNDRISE ADVISORS, LLC
Adviser information for FUNDRISE ADVISORS, LLC last updated from Form ADV on March 18th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 15 | $2.9B |
| Non-Discretionary | 0 | $0 |
| Total | 15 | $2.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 385,187 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 3 | $1.9B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 12 | $943.2M |
| 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 | 385187 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMREIMBURSEMENTS, CARRIED INTEREST |
Principal Office
11 DUPONT CIRCLE NW9TH FLOOR
WASHINGTON
DC
United States
Monday - Friday, 9AM - 5PM
Tel: 202-584-0550, Fax: 888-972-8711
Chief Compliance Officer
BJORN HALL
GENERAL COUNSEL
11 DUPONT CIRCLE NW
9TH FLOOR
WASHINGTON
DC
United States
Tel:
202-584-0550
Fax:
888-972-8711
A*******@********************M
(Full email address available in API data)
Industry Affiliates
| RISE COMPANIES CORP. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RISE COMPANIES CORP. | Domestic Entity | – | MANAGER | 07/2014 | > 75% |
| HALL, BJORN | Individual | – | CCO, GENERAL COUNSEL | 03/2015 | < 5% |
| MILLER, BENJAMIN, STAYMAN | Individual | – | CEO, FOUNDER | 03/2015 | < 5% |
| JENKINS, BRANDON, T. | Individual | – | CHIEF OPERATING OFFICER | 03/2015 | < 5% |
| STALOCH, ALISON | Individual | – | CFO | 07/2021 | < 5% |