SourcingSourcing

CROWDSTREET ADVISORS, LLC

C27
CRD 299176·SEC 801-114281·AUSTIN, TX
AUM
$231.9M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$696K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CROWDSTREET ADVISORS, LLC
CRD
299176
SEC file #
801-114281
EIN
873867598
DBA names
—

Economics

AUM
$231.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$9.5M → $231.9M▲ +2340%
Client mix
Pooled Investment Vehicles29
Investment Companies1

Operations

Employees (total)
11
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
'20'23
2 advisors → 2 advisors▬ 0%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
Equity Trustlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesSelection of other advisersPublication of periodicals
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
crowdstreet.com/csadvisors

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CROWDSTREET, INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
CROWDSTREET, INC
Allander Lieb, Anna-Marie, Elisabeth
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CROWDSTREET.COM
Rdap Domain Creation Date
2008-09-29T20:22:01Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001916247
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2022-05-27
Edgar Last Filing Date
2022-05-27
Edgar Form D Count
1
Edgar Form D Offerings
2022-05-272022-05-27 · 0001916247-22-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Equity Trust60
E*trade4
Edgar Addresses
Mailing
98 SAN JACINTO BLVD4TH FLOORAUSTIN, TX 78701
Business
98 SAN JACINTO BLVD4TH FLOORAUSTIN, TX 78701
Edgar EIN
873867598
Edgar Recent Filings
D2022-05-27 · 0001916247-22-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-30T11:59:59Z
Rdap Domain Last Changed
2025-10-01T12:15:28Z
Rdap Nameservers
Ns-1493.awsdns-58.orgNs-1763.awsdns-28.co.ukNs-329.awsdns-41.comNs-528.awsdns-02.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
ROTH, STEPHANIE, ANNE
IAR · Executive Officer · 2.5%
5636965
Anna-Marie Elisabeth Allander Lieb
Executive Officer · 2.5%
7476733
KRISTEN LEIGH HOWELL
Executive Officer · 2.5%
5510858
Perry, Kevin
Executive Officer · 2.5%
4290908
Ashley Nicole Bradford
IAR
6848059