AB

Ashley Nicole Bradford

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
30 clients
Average Client Portfolio
$8.8M average
Assets Under Management
$264.6M

Fee Structure

Financial Planning:Investment management only

CrowdStreet Advisors generally charges an annual management fee based on investors’ capital commitments and invested capital. Some Funds have different fee structures, such as the CrowdStreet REIT, Inc. which charges based on net asset value. CrowdStreet Advisors may waive or reduce the management fee with respect to any investor in a Fund other than CrowdStreet REIT, Inc. Each Fund generally bears the costs and expenses associated with its operation.

Areas of Practice
Real Estate Investing
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Advisor Information

Office location

98 San Jacinto Boulevard, Suite 400, Austin, TX, 78701

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ashley works as a Compliance Analyst for CrowdStreet Advisors LLC, a role she has held since June 2022. This involves compliance supervision for CrowdStreet Inc., the parent company of CrowdStreet Capital and CrowdStreet Advisors.

Employment History
Current Registrations
Crowdstreet Advisors, LLC
July 2022 - Present · 3 yrs 6 mos
Crowdstreet Capital LLCBroker
June 2022 - Present · 3 yrs 7 mos
Crowdstreet Capital LLC
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Tc2000 Advisors, LLC
January 2019 - July 2022 · 3 yrs 6 mos
Tc2000 Brokerage, INC.Broker
November 2017 - July 2022 · 4 yrs 8 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.