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FUNDRISE ADVISORS, LLC
CRD 172036File 801-80060
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.46B
Top 25% of cohort (national)
Discretionary AUM
$3.46B
Clients
402,942
15 accounts
Employees
0
Above cohort median in DC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 25, 2014
- Principal office
- 11 DUPONT CIRCLE NW, 9TH FLOOR, WASHINGTON, DC, 20036
- Phone
- 202-584-0550
- Website
- HTTP://WWW.FUNDRISE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.46B
- Discretionary AUM
- $3.46B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 15
- Non-discretionary accounts
- 0
- Total accounts
- 15
- AUM per client
- $9K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $2.52B |
| Pooled investment vehicles | 12 | $940.9M |
| Individuals (other than high net worth individuals) | 402,927 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REIMBURSEMENTS, CARRIED INTEREST
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 394,904 | 402,942 | increased by8,038 |
| Apr 1, 2026 | AUM | $3,030,188,000 | $3,462,801,000 | increased by$432,613,000 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 260,151 | 394,904 | increased by134,753 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,650,194,000 | $3,030,188,000 | increased by$379,994,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 21 | 15 | decreased by6 |
| Apr 1, 2022 | Clients | 154,771 | 260,151 | increased by105,380 |
| Apr 1, 2022 | AUM | $1,476,226,000 | $2,650,194,000 | increased by$1,173,968,000 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FUNDRISE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FUNDRISE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.