DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Fundrise Advisors, LLC
Latest filing Sep 16, 2026
First filing on the tape Jul 1, 2014 · 36 filings
SEC status approved since Sep 25, 2014
RAUM
$3.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
0
0 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$3.5B as of May 12, 2026
Mar 30, 2016$5.9M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 12, 2026
Jan 27, 20150 then
Employees (5.A)0 as of May 12, 2026
Jan 27, 201520 then
Private funds11 as of Mar 28, 2019
Mar 30, 20161 then
RAUM +14% over the last fiscal year+1.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 16, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $231MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $3.5B, 15 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$2.5B73%
- Pooled investment vehicles$941M27%
- Individual clients
- 402,927reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 15reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.5B for 15 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Fundrise Equity Reit, LLCno longer reported | Real Estate Fund | $109M | 50,000 | Mar 15, 2017 |
| Fundrise Real Estate Investment Trust, LLCno longer reported | Real Estate Fund | $95.7M | 39,000 | Dec 2, 2015 |
| Fundrise Midland Opportunistic Reit, LLCno longer reported | Real Estate Fund | $63.0M | 50,000 | Mar 15, 2017 |
| Fundrise East Coast Opportunistic Reit, LLCno longer reported | Real Estate Fund | $59.6M | 53,000 | Mar 15, 2017 |
| Fundrise West Coast Opportunistic Reit, LLCno longer reported | Real Estate Fund | $55.7M | 54,000 | Mar 15, 2017 |
| Fundrise Real Estate Investment Trust, LLCno longer reported | Real Estate Fund | $50.4M | 6,585 | Mar 15, 2017 |
| Fundrise For-Sale Housing Efund- Los Angeles Ca, LLCno longer reported | Real Estate Fund | $34.7M | 28,000 | Mar 29, 2018 |
| Fundrise Growth Ereit II, LLCno longer reported | Real Estate Fund | $29.4M | 44,000 | Mar 28, 2019 |
| Fundrise Income Ereit II, LLCno longer reported | Real Estate Fund | $26.8M | 37,000 | Mar 28, 2019 |
| Fundrise For-Sale Housing Efund- Washington Dc, LLCno longer reported | Real Estate Fund | $16.6M | 18,000 | Mar 29, 2018 |
| Fundrise National For-Sale Housing Efund, LLCno longer reported | Real Estate Fund | $11.7M | 24,000 | Mar 29, 2018 |
| Fundrise Opportunity Fund, LPno longer reported | Real Estate Fund | $6.6M | 79 | Mar 28, 2019 |
Owners and control persons
Schedule A and B, latest filing
- Bjorn Hall · Cco, General Counselcontrolsince 03/2015 · owns less than 5%
- T. Brandon Jenkins · Chief Operating Officercontrolsince 03/2015 · owns less than 5%
- Stayman Benjamin Miller · Ceo, Foundercontrolsince 03/2015 · owns less than 5%
- Alison Staloch · Cfocontrolsince 07/2021 · owns less than 5%
Entity owners
- Rise Companies Corp. · Managerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Rise Companies Corp.pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · 0 to 0May 12, 2026 to Sep 16, 2026
- Succession · false to unsetMay 12, 2026 to Sep 16, 2026
- Individual clients · 394,889 to 402,927Mar 24, 2025 to Mar 30, 2026
- Assets in custody · $3.0B to $3.5BMar 24, 2025 to Mar 30, 2026
- Discretionary RAUM · $3.0B to $3.5BMar 24, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $986M to $941MMar 24, 2025 to Mar 30, 2026
- RAUM · $3.0B to $3.5BMar 24, 2025 to Mar 30, 2026
- Individual clients · 385,187 to 394,889Mar 18, 2024 to Mar 24, 2025
- Assets in custody · $2.9B to $3.0BMar 18, 2024 to Mar 24, 2025
- Financial planning clients · 0 to 0Mar 18, 2024 to Mar 24, 2025
- Discretionary RAUM · $2.9B to $3.0BMar 18, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $943M to $986MMar 18, 2024 to Mar 24, 2025
- RAUM · $2.9B to $3.0BMar 18, 2024 to Mar 24, 2025
- Individual clients · 395,175 to 385,187Oct 20, 2023 to Mar 18, 2024
- Assets in custody · $3.3B to $2.9BOct 20, 2023 to Mar 18, 2024
- Discretionary RAUM · $3.3B to $2.9BOct 20, 2023 to Mar 18, 2024
- Pooled vehicle RAUM · $1.3B to $943MOct 20, 2023 to Mar 18, 2024
- RAUM · $3.3B to $2.9BOct 20, 2023 to Mar 18, 2024
- Accounts · 21 to 15Sep 19, 2022 to Mar 31, 2023
- Individual clients · 260,130 to 395,175Sep 19, 2022 to Mar 31, 2023
- Pooled vehicle clients · 19 to 12Sep 19, 2022 to Mar 31, 2023
- Assets in custody · $2.7B to $3.3BSep 19, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.7B to $3.3BSep 19, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.8B to $1.3BSep 19, 2022 to Mar 31, 2023
- RAUM · $2.7B to $3.3BSep 19, 2022 to Mar 31, 2023
- Advisory activities · 1 to 2Jan 20, 2022 to Mar 30, 2022
- Individual clients · 154,750 to 260,130Jan 20, 2022 to Mar 30, 2022
- Pooled vehicle clients · 21 to 19Jan 20, 2022 to Mar 30, 2022
- Assets in custody · $1.5B to $2.7BJan 20, 2022 to Mar 30, 2022
- Discretionary RAUM · $1.5B to $2.7BJan 20, 2022 to Mar 30, 2022
- Pooled vehicle RAUM · $1.5B to $1.8BJan 20, 2022 to Mar 30, 2022
- RAUM · $1.5B to $2.7BJan 20, 2022 to Mar 30, 2022
- Accounts · 20 to 21Jul 22, 2020 to Mar 31, 2021
- Individual clients · 130,950 to 154,750Jul 22, 2020 to Mar 31, 2021
- Pooled vehicle clients · 20 to 21Jul 22, 2020 to Mar 31, 2021
- Assets in custody · $1.1B to $1.5BJul 22, 2020 to Mar 31, 2021
- Discretionary RAUM · $1.1B to $1.5BJul 22, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $1.1B to $1.5BJul 22, 2020 to Mar 31, 2021
- RAUM · $1.1B to $1.5BJul 22, 2020 to Mar 31, 2021
- Accounts · 11 to 20Mar 28, 2019 to Mar 26, 2020
Signals
9 dated events
- Fundrise Advisors, Llc reported RAUM $3.3B, up 26% from $2.7B (2022-09-19 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Fundrise Advisors, Llc reported RAUM $2.7B, up 80% from $1.5B (2022-01-20 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Alison Staloch (Cfo) appeared on Schedule A of Fundrise Advisors, LlcMar 30, 2022 · Control person joined · fact
- Fundrise Advisors, Llc reported RAUM $1.5B, up 35% from $1.1B (2020-07-22 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Fundrise Advisors, Llc reported RAUM $1.1B, up 116% from $508.5M (2019-03-28 to 2020-03-26)Mar 26, 2020 · RAUM change · derived
- T. Brandon Jenkins (Chief Operating Officer) appeared on Schedule A of Fundrise Advisors, LlcMar 26, 2020 · Control person joined · fact
- Fundrise Advisors, Llc reported RAUM $508.5M, up 97% from $258.0M (2018-03-29 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- Fundrise Advisors, Llc reported RAUM $258.0M, up 103% from $126.9M (2017-08-04 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- Fundrise, Llc filed its initial SEC registration (Form ADV)Jul 1, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/FUNDRISEreportedpublic record, Form ADV, Sep 17, 2026
- Website
- FUNDRISE.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 202-584-0550reportedpublic record, Form ADV, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Fundrise Advisors, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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