Fundrise Advisors, Llc
- Regulatory AUM
- $3.5B
- Discretionary
- $3.5B
- Clients
- 402,942
- Avg AUM / client
- $8.6K
- Accounts
- 15
- Employees
- 0
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 402,927 | $0 | — |
| Investment companies | 3 | $2.5B | 72.8% |
| Pooled investment vehicles (non-investment companies) | 12 | $941M | 27.2% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hall, Bjorn | Cco, General Counsel | Mar 2015 (11y) | Less than 5% | |
| Jenkins, Brandon, T. | Chief Operating Officer | Mar 2015 (11y) | Less than 5% | |
| Miller, Benjamin, Stayman | Ceo, Founder | Mar 2015 (11y) | Less than 5% | |
| Staloch, Alison | Cfo | Jul 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rise Companies Corp. | Manager | Jul 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE ALLEGATIONS WERE THAT FUNDRISE ADVISORS, LLC'S (RESPONDENT'S) SOLICITATION AGREEMENTS FAILED TO FULLY COMPLY WITH SECTION 206(4) OF THE INVESTMENT ADVISERS ACT OF 1940 (ADVISERS ACT) AND RULE 206(4)-3 THEREUNDER (THE FORMER CASH SOLICITATION RULE); AND RESPONDENT FAILED TO ADOPT AND IMPLEMENT WRITTEN POLICIES OR PROCEDURES CONCERNING THE USE OF SOLICITORS UNDER ADVISERS ACT SECTION 206(4) AND RULE 206(4)-7 THEREUNDER. RESPONDENT CONSENTED TO THE ENTRY OF AN ORDER WITHOUT ADMITTING OR DENYING THE FINDINGS EXCEPT AS TO JURISDICTION. Status: Final Sanction Detail: CIVIL MONETARY PENALTY OF $250,000. PAYMENT COMPLETED BY AUGUST 28, 2023. Summary: THE ACTION IS RESOLVED. SPECIFICALLY, ON AUGUST 22, 2023, RESPONDENT CONSENTED TO AN ORDER AGAINST IT WITHOUT ADMITTING OR DENYING THE FINDINGS EXCEPT AS TO JURISDICTION; RESPONDENT COMPLETED ITS CIVIL MONETARY PAYMENT OBLIGATIONS IN ACCORDANCE WITH THE ORDER'S APPLICABLE TERM. THE COMMISSION CONSIDERED REMEDIAL ACTS PROMPTLY UNDERTAKEN BY RESPONDENT AND COOPERATION AFFORDED THE COMMISSION STAFF.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Other fees
- • REIMBURSEMENTS, CARRIED INTEREST
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗