← Directory
CROWDSTREET ADVISORS, LLC
CRD 299176File 801-114281
APPROVED
Custody
Filing as of Jun 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$231.9M
Below cohort median (national)
Discretionary AUM
$231.9M
Clients
30
30 accounts
Employees
11
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 15, 2018
- Principal office
- 98 SAN JACINTO BOULEVARD, SUITE 400, AUSTIN, TX, 78701
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.