Crowdstreet Advisors, Llc
- Regulatory AUM
- $232M
- Discretionary
- $232M
- Clients
- 30
- Avg AUM / client
- $7.7M
- Accounts
- 30
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $36.1M | 15.6% |
| Pooled investment vehicles (non-investment companies) | 29 | $196M | 84.4% |
Private funds (30)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $329M combined gross assets
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chang, Sheldon | President | Aug 2021 (5y) | Less than 5% | |
| Roth, Stephanie, Anne | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Howell, Kristen, Leigh | General Counsel | Oct 2023 (3y) | Less than 5% | |
| Perry, Kevin | Financial Officer | Oct 2023 (3y) | Less than 5% | |
| Ashley Nicole Bradford | Registered representative | Jul 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crowdstreet, Inc | Parent Corporation | Apr 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (30, $329M gross assets)
Top 25 of 30 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 5.79 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Kingdom Trust Company $81.9M (68% of AUM) Mar 2021
- Seattle Bank $24.5M (5% of AUM) Oct 2023
- Equity Trust Company $9.4M (2% of AUM) Sep 2024
- Blue Ridge Bank $4.9M (1% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗