AdvisorCensus / Financial advisors / New York / New York / Crowdstreet Advisors, LLC
Crowdstreet Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.
Quick answers
From the filingHow is Crowdstreet Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Crowdstreet Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Crowdstreet Advisors, LLC located?
Crowdstreet Advisors, LLC's principal office is in New York, NY, according to its Form ADV.
Is Crowdstreet Advisors, LLC registered with the SEC or a state?
Crowdstreet Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 299176.
How much does Crowdstreet Advisors, LLC manage?
Crowdstreet Advisors, LLC reports $231,858,503 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).
How have Crowdstreet Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Crowdstreet Advisors, LLC: Regulatory assets under management: $120,937,987 in the October 2021 data and $231,858,503 in the October 2026 data, up 92%. Total employees: 10 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Crowdstreet Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (29); investment companies (1).
Does Crowdstreet Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299176
What changed in Crowdstreet Advisors, LLC's recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in NC, NY.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated August 28, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$231,858,503 as of October 2026, filing dated August 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (7 years)
- Employees
- Total: 6. Performing investment advisory functions: 0.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $231,858,503 | 6 | August 28, 2026 |
| October 2025 | $264,604,512 | 16 | March 27, 2025 |
| October 2024 | $508,574,426 | 20 | September 19, 2024 |
| October 2023 | $535,001,700 | 17 | April 18, 2023 |
| October 2022 | $328,883,277 | 14 | September 1, 2022 |
| October 2021 | $120,937,987 | 10 | March 31, 2021 |
Regulatory assets under management: $120,937,987 in the October 2021 data and $231,858,503 in the October 2026 data, up 92%.
Total employees: 10 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in NC, NY.
- July 2026
- Updated its list of owners and control persons (Schedule A).
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Crowdstreet Advisors, LLC (CRD 299176): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/crowdstreet-advisors-llc-new-york-ny-299176