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CROWDSTREET ADVISORS, LLC
CRD 299176File 801-114281
APPROVED
Custody
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$231.9M
Below cohort median (national)
Discretionary AUM
$231.9M
Clients
30
30 accounts
Employees
6
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 15, 2018
- Principal office
- 10 EAST 40TH STREET, SUITE 1020, NEW YORK, NY, 10016
- Phone
- (888) 432-7693
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $231.9M
- Discretionary AUM
- $231.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 30
- Non-discretionary accounts
- 0
- Total accounts
- 30
- AUM per client
- $7.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $36.1M |
| Pooled investment vehicles | 29 | $195.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Selection of other advisers
- 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
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 29, 2026 | Employees | 11 | 6 | decreased by5 |
| Apr 1, 2026 | Employees | 14 | 11 | decreased by3 |
| Apr 1, 2026 | AUM | $244,003,089 | $231,858,503 | decreased by$12,144,586 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 16 | 14 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $264,604,512 | $244,003,089 | decreased by$20,601,423 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 16 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 171 | 30 | decreased by141 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $328,883,277 | $264,604,512 | decreased by$64,278,765 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 155 | 30 | decreased by125 |
| Apr 1, 2022 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2022 | Clients | 145 | 171 | increased by26 |
| Apr 1, 2022 | AUM | $258,234,234 | $328,883,277 | increased by$70,649,043 |
| Apr 1, 2022 | Accounts | 151 | 155 | increased by4 |
| Jan 1, 2022 | Employees | 10 | 13 | increased by3 |
| Jan 1, 2022 | Clients | 85 | 145 | increased by60 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CROWDSTREET ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CROWDSTREET 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.