Crowd Street Introduction
What is Crowd Street?
Crowd Street is a platform that provides accredited investors direct access to private market investment opportunities, including private equity, private credit, commercial real estate, venture capital and more.
When was Crowd Street founded?
Crowd Street was founded in 2013, initially focusing on private commercial real estate offerings. Along the way, we’ve expanded to include assets across the broader private markets. As of June 30, 2026, thousands of self-directed accredited investors have relied on our platform to deploy more than $4 billion in investment capital.
What types of investors use Crowd Street?
Crowd Street serves self-directed accredited investors, qualified clients and qualified purchasers seeking direct access to selected private market offerings. Note that you must reside in the United States to invest through Crowd Street.
What makes Crowd Street different?
Crowd Street provides self-directed accredited investors with direct access to private market investments. We provide the tools and resources that will help investors to conduct their own due diligence and make informed investment decisions.
Is Crowd Street regulated?
Broker dealer services provided in connection with an investment are offered through CrowdStreet Capital LLC (“Crowd Street Capital”), a registered broker dealer, Member of FINRA / SIPC. Information on all FINRA registered representatives can be found on FINRA’s BrokerCheck. Additional information is available in Crowd Street Capital's Client Relationship Summary (Form CRS).
Membership in FINRA requires a significant commitment, including compliance with numerous safeguards designed to protect investors and the integrity of the securities markets. FINRA regulations include:
Comprehensive Admissions Process for Member Firms
Financial Soundness, Reporting and Oversight Requirements for Member Firms
Regular Examinations and Enforcement of Member Firm Compliance with Rules and Laws
Registration, Disclosure and Other Requirements for Registered Persons
Testing, Qualifications and Continuing Education for Registered Persons
Dispute Resolution
Advisory services are offered through CrowdStreet Advisors, LLC (“Crowd Street Advisors”), a wholly-owned subsidiary of Crowd Street and an SEC-registered investment adviser. Crowd Street Advisors provides investment advisory services exclusively to private funds and does not otherwise provide investment advisory services to the Crowd Street platform or its users.
How does Crowd Street earn revenue? Are investors charged fees?
Crowd Street does not charge investors account fees. For registered offerings, Crowd Street’s revenue typically comes through sales loads, which are upfront commissions deducted from the initial invested amount at the time of purchase for brokerage services, and ongoing servicing fees paid to us by the funds in which our members invest, throughout the holding period.
With other types of investment structures, we may charge due diligence and placement fees upfront to the issuer. These vary by offering type and may be passed on to investors, either directly or indirectly.
Please review Crowd Street Capital's Client Relationship Summary (Form CRS) for more information, which can be found in our Disclosures & Disclaimers library.
Beyond Crowd Street, funds and investments may have complex internal fee and cost structures, including asset management and performance-based fees paid to fund managers, service fees paid to transfer agents, custodians, and other providers, as well as other operating costs and fees.
Access
Who can invest with Crowd Street?
Only accredited investors who reside within one of the 50 U.S. states or D.C. and are U.S. citizens, resident aliens or hold certain visas are eligible to invest.
Accredited investors are individuals earning $200K+ annually ($300K with a spouse or spousal equivalent) or have $1M+ in net worth excluding your home, or hold a Series 7, Series 65, or Series 82 license that is active and in good standing, or are entities with $5M+ in assets or if all beneficial owners are accredited individuals.
Note that some offerings may require that investors must meet qualified client (QC) or qualified purchaser (QP) requirements, which are described here.
How do I get started with Crowd Street?
To access the Crowd Street platform and see available offerings, you'll need to register and create an account, providing basic information, such as name and email address. However, some investment opportunities are only visible to members who have completed the full account set up process, which requires additional information and documentation used for regulatory and accreditation checks.
What types of accounts can I use?
You can make investments as an individual, jointly with a spouse, or through a self-directed IRA (subject to sponsor limitations), trust, LLC, partnership, or corporation.
Can I open more than one investing account?
Yes. You can create multiple investing accounts—for example, as an individual, jointly with a spouse, through an IRA, or via an entity.
Can I invest through an IRA?
If you’d like to invest through an IRA account, first confirm with your custodian that they will custody private market investments, not all will or they may charge a fee for doing so.
If you do not have an existing self-directed IRA for private markets investments, Crowd Street offers an integration with the Equity Trust platform that enables more streamlined account creation and offer process workflows. You can create a Crowd Street investing account and open an Equity Trust IRA account simultaneously, saving you time and eliminating redundancy.
What information is required?
Before investing, you will be required to provide information and documentation necessary to complete regulatory and accreditation status checks, including your name, address, SSN, DOB, citizenship status, government-issued identification, and proof of accreditation. If you are investing jointly with a spouse, this information will be required for both individuals. If you are investing through an entity or trust, this information will be required for all beneficial owners. You will also need to provide the entity’s organizational or governing documents and other information such as tax ID and designation.
How do I verify my accreditation status?
Through our streamlined and integrated workflow, we make it easy for investors to complete an accreditation review that will be valid for a full year. Alternatively, you can provide a letter from your CPA, attorney, or advisor attesting to your status. These will be valid for 90 days. To read more on the accreditation process, see here https://help.crowdstreet.com/article/accreditation-overview
Have any other questions?
Review our Help Center. If you still have questions, contact our Member Services team. You can use this contact form, email us directly, or schedule a call.
Investing
What is private market investing?
Private market investing involves opportunities not available on public exchanges—such as private real estate, private credit, and private equity.
As they are not traded on a secondary market, liquidity may be limited and investment minimums may be higher than public market investments. They may also not be registered with regulators, limiting oversight and leaving reporting transparency, frequency, and consistency up to the issuer. Additionally, they typically utilize large amounts of debt and have higher fees including incentive or performance fees.
For these reasons they are considered riskier investments than those found in the public markets and therefore not available to the general “public,” with eligibility limited to institutional investors or individuals who have met a certain financial threshold (indicating investors may have the financial capacity to sustain a full loss of capital) or sophisticated individuals with sufficient knowledge and experience to fully comprehend the risks and complete adequate due diligence.
Potential benefits may include portfolio diversification, a lower correlation to public market disruption, inflation hedge, and stronger alpha.
What is the process for investing?
1) Register and create a free account, set up an investment account, providing required information, complete an accreditation verification, and sign the Crowd Street Capital account agreement.
2) Browse available offerings to identify options that align with your investment goals.
3) Complete our streamlined offer process, which includes indicating your desired contribution amount, reviewing and e-signing subscription documents, and funding your offer.
4) As you make multiple investments you will manage them all in one centralized platform.
What is the minimum investment amount?
Crowd Street’s minimum investment is typically $5,000 but may be higher for certain offerings. For specific details, refer to individual offerings on the Crowd Street platform.
Are the investments on the Crowd Street platform considered risky?
Investment opportunities available through Crowd Street are speculative and involve substantial risk. You should not invest unless you can sustain the risk of loss of capital, including the risk of total loss of capital. Diversification does not guarantee investment returns and does not eliminate the risk of loss. All investors should consider their individual factors in consultation with a professional advisor of their choosing when deciding if an investment is appropriate. Private placements are illiquid investments, in that they cannot be easily sold or exchanged for cash, and are intended for investors who do not need a liquid investment.
What is a typical holding period for investments through the platform?
Investments through our platform should be considered as long-term positions. The holding period will vary based on the specific investment, and the ability to withdraw funds during the holding period may also vary. It is critical you understand the liquidity options of each investment. Some will be completely illiquid, meaning you cannot withdraw your capital until the sponsor has concluded the investment. Others may offer semi-liquidity, which will dictate the amount (for example, 25%) or cadence (for example, quarterly or annually). Redemption may also be at the sponsor’s discretion. Please ensure you review the offering materials in depth.
Remember, investing in private markets is part of a long-term investment strategy.
Who manages each offering?
Crowd Street is not an investment management company and is not involved in the operation or management of the offerings on the platform. Each offering is led by an investment sponsor or investment manager. In many cases, the sponsor is also the investment manager. In others, the underlying portfolio may be managed by an affiliated firm or a subadvisor. Information on the sponsor and investment manager is available on each opportunity’s Offering Detail Page.
How are opportunities reviewed?
Before introducing an offering to our members, Crowd Street completes a detailed screening process led by a team of investment professionals, and in some cases, it may also incorporate reports from independent third-party due diligence firms.
How do I evaluate an offering?
Crowd Street provides information on each offering through our Offering Detail Page. In addition to our overview, the page contains links to important fund materials, such as the fund fact sheet, pitchbook, prospectus and subscription agreement. These documents include the information typically needed to understand and evaluate an offering’s sponsor, investment team and resources, investment philosophy and process, current portfolio, performance, risks, fees and expenses.
You should review an offering to determine if it meets your investment preferences, objectives, and risk tolerance, which will be unique to you. Not all offerings are a fit for all investors. We recommend consulting with your tax or legal advisor for additional support.
Security
Who can invest with Crowd Street?
Only accredited investors who reside within one of the 50 U.S. states or D.C. and are U.S. citizens, resident aliens or hold certain visas are eligible to invest.
Accredited investors are individuals earning $200K+ annually ($300K with a spouse or spousal equivalent) or have $1M+ in net worth excluding your home, or hold a Series 7, Series 65, or Series 82 license that is active and in good standing, or are entities with $5M+ in assets or if all beneficial owners are accredited individuals.
Note that some offerings may require that investors must meet qualified client (QC) or qualified purchaser (QP) requirements, which are described here.
How do I get started with Crowd Street?
To access the Crowd Street platform and see available offerings, you'll need to register and create an account, providing basic information, such as name and email address. However, some investment opportunities are only visible to members who have completed the full account set up process, which requires additional information and documentation used for regulatory and accreditation checks.
What types of accounts can I use?
You can make investments as an individual, jointly with a spouse, or through a self-directed IRA (subject to sponsor limitations), trust, LLC, partnership, or corporation.
Can I open more than one investing account?
Yes. You can create multiple investing accounts—for example, as an individual, jointly with a spouse, through an IRA, or via an entity.
Can I invest through an IRA?
If you’d like to invest through an IRA account, first confirm with your custodian that they will custody private market investments, not all will or they may charge a fee for doing so.
If you do not have an existing self-directed IRA for private markets investments, Crowd Street offers an integration with the Equity Trust platform that enables more streamlined account creation and offer process workflows. You can create a Crowd Street investing account and open an Equity Trust IRA account simultaneously, saving you time and eliminating redundancy.
What information is required?
Before investing, you will be required to provide information and documentation necessary to complete regulatory and accreditation status checks, including your name, address, SSN, DOB, citizenship status, government-issued identification, and proof of accreditation. If you are investing jointly with a spouse, this information will be required for both individuals. If you are investing through an entity or trust, this information will be required for all beneficial owners. You will also need to provide the entity’s organizational or governing documents and other information such as tax ID and designation.
How do I verify my accreditation status?
Through our streamlined and integrated workflow, we make it easy for investors to complete an accreditation review that will be valid for a full year. Alternatively, you can provide a letter from your CPA, attorney, or advisor attesting to your status. These will be valid for 90 days. To read more on the accreditation process, see here https://help.crowdstreet.com/article/accreditation-overview
Have any other questions?
Review our Help Center. If you still have questions, contact our Member Services team. You can use this contact form, email us directly, or schedule a call.
