Crowdvest Securities LLC

Overview

Crowdvest Securities LLC is organized as a limited liability company and is registered with the SEC as of 2018. Ownership is reported at the individual level and the adviser is categorized as unclassified in the available dataset. The firm’s public profile provides very limited detail about its advisory or business activities; filings indicate it is not positioned as a capital allocator and it does not report itself as an active ESG investor or a multi-state adviser. Available metadata flags the firm as neither newly formed nor a pension consultant and does not show a related-adviser relationship. Beyond regulatory status and those high-level attributes, the firm has not disclosed specific lines of business, client segments, fee arrangements or investment mandates in the source material.

Assets & Accounts

Location & Offices