Overview
Assets Under Management: $309 million
Headquarters: AUSTIN, TX
Frequently Asked Questions
CROWDSTREET ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299176), CROWDSTREET ADVISORS, LLC is subject to fiduciary duty under federal law.
CROWDSTREET ADVISORS, LLC is headquartered in AUSTIN, TX.
According to their SEC Form ADV, CROWDSTREET ADVISORS, LLC offers portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
CROWDSTREET ADVISORS, LLC manages $309 million in client assets according to their SEC filing dated November 01, 2024.
According to their SEC Form ADV, CROWDSTREET ADVISORS, LLC serves businesses and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Total Client Accounts: 30
Discretionary Accounts: 30
Regulatory Filings
CRD Number: 299176
Filing ID: 1910895
Last Filing Date: 2024-11-01 12:10:00