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CRD 299176
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Ashley Nicole Bradford | n/a | NEW YORK, NY | Rocky Point, NC | 4 | 10 | 1 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CROWDSTREET REIT I, INC. | Real Estate Fund | $40.9M | Nov 1, 2024 | 988 | Mar 31, 2023 | reported | 021-1911129 |
| CROWDSTREET OPPORTUNITY ZONE FUND III, LLC | Real Estate Fund | $21.7M | Nov 1, 2024 | 99 | Mar 31, 2022 | reported | 021-1916247 |
| CROWDSTREET OPPORTUNITY ZONE FUND II-B, LLC | Real Estate Fund | $17.1M | Nov 1, 2024 | 54 | Dec 21, 2021 | reported | 021-1924914 |
| CROWDSTREET OPPORTUNITY ZONE PORTFOLIO, LLC | Real Estate Fund | $16.8M | Nov 1, 2024 | 91 | Jan 24, 2020 | reported | 021-351230 |
| CROWDSTREET OPPORTUNITY ZONE FUND IV, LLC | Real Estate Fund | $16.3M | Nov 1, 2024 | 87 | Mar 31, 2023 | reported | 021-1943007 |
| CROWDSTREET BUILD-TO-RENT AND MULTIFAMILY FUND I, LLC, SERIES I | Real Estate Fund | $16.1M | Nov 1, 2024 | 101 | Dec 21, 2021 | reported | 021-1884886 |
| CROWDSTREET INDUSTRIAL DEVELOPMENT FUND I, LLC | Real Estate Fund | $15.7M | Nov 1, 2024 | 87 | Mar 31, 2022 | reported | 021-1917376 |
| CROWDSTREET OPPORTUNISTIC FUND I, LLC, SERIES III | Real Estate Fund | $15.6M | Nov 1, 2024 | 91 | Dec 21, 2021 | reported | 021-1917378 |
| CROWDSTREET BUILD-TO-RENT AND MULTIFAMILY FUND I, LLC, SERIES II | Real Estate Fund | $13.8M | Nov 1, 2024 | 66 | Mar 31, 2022 | reported | 021-1916246 |
| CROWDSTREET OPPORTUNISTIC FUND I, LLC, SERIES II | Real Estate Fund | $13.8M | Nov 1, 2024 | 100 | Dec 21, 2021 | reported | 021-1924915 |
| CROWDSTREET OPPORTUNISTIC FUND I, LLC, SERIES III-B | Real Estate Fund | $13.8M | Nov 1, 2024 | 58 | Dec 21, 2021 | reported | 021-1917470 |
| CROWDSTREET OPPORTUNISTIC FUND I, LLC, SERIES I | Real Estate Fund | $12.6M | Nov 1, 2024 | 98 | Mar 31, 2021 | reported | 021-1821967 |
| CROWDSTREET OPPORTUNISTIC FUND I, LLC, SERIES II-B | Real Estate Fund | $12.0M | Nov 1, 2024 | 69 | Dec 21, 2021 | reported | 021-1924914 |
| CROWDSTREET OPPORTUNITY ZONE FUND II, LLC | Real Estate Fund | $10.0M | Nov 1, 2024 | 50 | Dec 21, 2021 | reported | 021-1916189 |
| CROWDSTREET BLENDED PORTFOLIO I, LLC | Other Private Fund | $9.0M | Feb 6, 2019 | 200 | Feb 6, 2019 | dropped | 021-323378 |
| CROWDSTREET OPPORTUNISTIC FUND I, LLC, SERIES IV | Real Estate Fund | $7.9M | Nov 1, 2024 | 48 | Mar 31, 2023 | reported | 021-1942370 |
| CROWDSTREET BUILD-TO-RENT AND MULTIFAMILY FUND I, LLC, SERIES I-B | Real Estate Fund | $7.9M | Nov 1, 2024 | 40 | Dec 21, 2021 | reported | 021-1884743 |
| CROWDSTREET BLENDED PORTFOLIO I, LLC, SERIES IV | Real Estate Fund | $7.8M | Nov 1, 2024 | 211 | Mar 31, 2021 | reported | 021-1755209 |
| CROWDSTREET BLENDED PORTFOLIO I, LLC, SERIES V | Real Estate Fund | $7.6M | Nov 1, 2024 | 270 | Mar 31, 2021 | reported | 021-1755209 |
| CROWDSTREET BLENDED PORTFOLIO I, LLC, SERIES VI | Real Estate Fund | $7.2M | Jan 3, 2022 | 100 | Mar 31, 2021 | dropped | 021-1755209 |
| CROWDSTREET BLENDED PORTFOLIO I, LLC, SERIES III | Real Estate Fund | $7.1M | Nov 1, 2024 | 208 | Mar 31, 2021 | reported | 021-1755209 |
| CROWDSTREET BLENDED PORTFOLIO I, LLC, SERIES I | Real Estate Fund | $6.7M | Nov 1, 2024 | 196 | Mar 31, 2021 | reported | 021-1755209 |
| CROWDSTREET BLENDED PORTFOLIO I, LLC, SERIES II | Real Estate Fund | $6.4M | Nov 1, 2024 | 206 | Mar 31, 2021 | reported | 021-1755209 |
| CROWDSTREET BUILD-TO-RENT AND MULTIFAMILY FUND I, LLC, SERIES III | Real Estate Fund | $6.2M | Nov 1, 2024 | 40 | Mar 31, 2023 | reported | 021-1917378 |
| CROWDSTREET SUNBELT GROWTH FUND I, LLC | Real Estate Fund | $5.9M | Nov 1, 2024 | 43 | Mar 31, 2023 | reported | 021-1928405 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CHANG, SHELDON | President | Na | yes | 08/2021 | Dec 21, 2021 | Nov 1, 2024 |
| CROWDSTREET, INC | PARENT CORPORATION | E | yes | 04/2018 | Oct 12, 2018 | Nov 1, 2024 |
| ROTH, STEPHANIE, ANNE | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2023 | Mar 31, 2023 | Nov 1, 2024 |
| HOWELL, KRISTEN, LEIGH | GENERAL COUNSEL | Na | no | 10/2023 | Dec 21, 2021 | Nov 1, 2024 |
| Perry, Kevin | FINANCIAL OFFICER | Na | no | 10/2023 | Oct 18, 2023 | Nov 1, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CROWDSTREET CAPITAL LLC | n/a | n/a | n/a | N | yes | n/a |
| CROWDSTREET INVESTMENTS, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $232M | $232M | 11 | 0 | 0 | 30 | n/a |
| 2024 | Mar 27, 2025 | $265M | $265M | 16 | 0 | 0 | 30 | n/a |
| 2023 | Mar 27, 2024 | $509M | $496M | 20 | 2 | 0 | 30 | $329M |
| 2022 | Mar 31, 2023 | $535M | $521M | 17 | 3 | 0 | 29 | $327M |
| 2021 | Mar 31, 2022 | $329M | $323M | 14 | 2 | 0 | 22 | $259M |
| 2020 | Mar 31, 2021 | $121M | $121M | 10 | 2 | 0 | 9 | $81.9M |
| 2019 | Jan 24, 2020 | $34.5M | $34.5M | 21 | 10 | 0 | 1 | $15.9M |
| 2018 | Feb 6, 2019 | $9.5M | $9.5M | 5 | 2 | 0 | 1 | $9.0M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 100.0% | 0 | 0 | 0 | 0 | 6 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $232M | $265M | -12.4% | $535M | -24.3% | 6 | 16 | 0 | 0 |