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CROWDSTREET ADVISORS, LLC

NEW YORK, NY · CRD 299176 · IAPD ↗ · crowdstreet.com · (888) 432-7693

$231.9MRegulatory AUM
0Advisory reps
6Employees
0Clients
n/aPlanning clients
30Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

29
September 2026 — CROWDSTREET ADVISORS, LLC notice-filed in NC, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
September 2026 — CROWDSTREET ADVISORS, LLC moved its main office from AUSTIN, TX to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
33
December 2024 — CROWDSTREET ADVISORS, LLC reported RAUM down 39% ($508.6M -> $308.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
December 2024 — CROWDSTREET ADVISORS, LLC shrank from 2 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.