Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
98 San Jacinto Boulevard, Suite 400, Austin, TX, 78701
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Charles is involved with CrowdStreet Inc., the parent company of CrowdStreet Capital and CrowdStreet Advisors, since September 2021.