Firm profile

CROWDSTREET ADVISORS, LLC

AUSTIN, TXCRD 299176Latest ADV March 27, 2026

Crowdstreet Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 27, 2026, reports $232M in regulatory assets under management, 11 employees, and 30 accounts.

Assets Under Management
$232M
Employees
11
Offices
--
Total Clients
30
Primary office
AUSTIN, TX
98 SAN JACINTO BOULEVARD, SUITE 400, AUSTIN, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOStephanie A. Roth

Advisory services offered

4 types reported
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Publication of periodicals or newsletters

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 96.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
96.7%
29
2
Investment Cos.
3.3%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$232Mas of March 27, 2026
Discretionary100.0%
$232M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$232M
Total Accounts30
10Y AUM Change+$232M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee3:1
10Y Employee Change+6 (+120.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.