EDGAR Verified
Primary Source · SEC.gov

CrowdStreet Opportunistic Fund I, LLC- Series IV

Fund Vehicle2022 vintage506(c), 3(c)(1)

Raised

$8M

Investors

48

Min Invest

$100,000

AltStreet Analysis

·

Generated from EDGAR primary sources

CrowdStreet Opportunistic Fund I, LLC- Series IV is a Delaware pooled investment fund filed by CrowdStreet Advisors, LLC with managing executive Kristen Howell. The fund raised $7.7M from 48 investors under Rule 506(c) and 3(c)(1) exemptions, with a $100K minimum investment. This is part of the CrowdStreet platform, which has 44 related EDGAR entities focused on real estate.

This real estate fund represents a mid-tier institutional offering typical of the CrowdStreet platform's series vehicle structure. The $100K minimum and 506(c) exemption align with accredited-investor-only crowdfunding models, while the 3(c)(1) exemption limits the fund to 100 beneficial owners. The average commitment of approximately $160K per investor is consistent with retail-plus accredited investor participation.

Data Flags

sales_commissionsNo sales commissions stated on a $7.7M 506(c) offering with 48 investors, which is unusual for general solicitation fundraises
first_sale_dateFirst sale date not disclosed on original filing with $7.7M already raised

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001942370
Entity NameCrowdStreet Opportunistic Fund I, LLC- Series IV
ExemptionRule 506(c), Section 3(c), Section 3(c)(1)
What the exemption meansRule 506(c) of Regulation D: the issuer may advertise the offering publicly, but every purchaser must be a verified accredited investor. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(1) of the Investment Company Act: the fund is excluded from investment-company registration because it has no more than 100 beneficial owners.
Entity TypeLimited Liability Company
Jurisdiction of OrganizationDelaware
Issuer Address98 San Jacinto Blvd, 4th Floor, Austin, TX 78701
Phone(817) 703-3512
Industry / Fund TypePooled Investment Fund · Other Investment Fund
Investment Company ActExcluded under Section 3(c)(1) (100 beneficial owners or fewer)
Securities TypePooled Investment Fund
First Sale Date—
Filing DateSeptember 27, 2022
Accession Number0001942370-22-000001
Total Offering AmountIndefinite
Total Amount Sold$7,715,000
Total Investors48
Non-Accredited InvestorsNone
Minimum Investment$100,000
Offering DurationOne year or less
Net Asset Value RangeDecline to Disclose
State (Issuer Address)TX
Amendment CountOriginal filing only

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

AltStreet Coverage

Original reporting from AltStreet's daily EDGAR monitoring covering CrowdStreet and its filings.

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Fund Family

Every vehicle in this manager's series as it appears on EDGAR, newest generation first. Sold-to-date and investor counts are each vehicle's latest Form D.

Fund family

CrowdStreet Opportunistic Fund I LLC-5 vehicles · 3 generations · since 2022 · $68.6M sold across the family

This issuer is in Fund IV · Fund III has sold $28.2M to date across its vehicles

VehicleRoleFirst filedStatusSoldInvestors
Fund IV · first filed 2022-09-27 · 1 vehicle · $7.7M sold · 48 investors
CrowdStreet Opportunistic Fund I, LLC- Series IVofferingthis issuer2022-09-27lapsed$7.7M48
Fund III · first filed 2022-04-27 · 2 vehicles · $28.2M sold · 148 investors
CrowdStreet Opportunistic Fund I, LLC- Series IIIoffering2022-04-27lapsed$15.1M90
CrowdStreet Opportunistic Fund I, LLC- Series III-Bofferingsleeve B2022-04-27lapsed$13.1M58
Fund II · first filed 2022-05-27 · 2 vehicles · $32.7M sold · 171 investors
CrowdStreet Opportunistic Fund I, LLC- Series IIoffering2022-05-27lapsed$17.3M100
CrowdStreet Opportunistic Fund I, LLC- Series II-Bofferingsleeve B2022-05-27lapsed$15.4M71

Grouped from Form D issuer names (generation, sleeve, jurisdiction and legal-form tokens removed); a name-only match, so abbreviated or renamed vehicles can be missed. Sold and investor figures are each vehicle's latest Form D; sleeves that report the same figure share one family-wide total and are counted once. Performance lines are what a public pension plan reports for its own interest in that fund, net, on the plan's cash flows and valuation date; they are not the general partner's figures.

In the Terminal

Filing events

0

none on file

Critical / warning

0 / 0

0 watch · 0 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

lapsed

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Investor

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Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Managing Member CrowdStreet Advisors, LLC

Director · Austin, TX

Kristen Howell

Executive Officer · Austin, TX

Questions About CrowdStreet Opportunistic Fund I, LLC- Series IV

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is CrowdStreet Opportunistic Fund I, LLC- Series IV?

CrowdStreet Opportunistic Fund I, LLC- Series IV is a Delaware limited liability company that filed a Form D with the SEC on September 27, 2022 as a other investment fund. The filing claims Rule 506(c), Section 3(c), Section 3(c)(1) for an offering of pooled investment fund interests. AltStreet links the issuer to CrowdStreet.

Is CrowdStreet Opportunistic Fund I, LLC- Series IV legit?

AltStreet does not rate legitimacy; it reports the public record. CrowdStreet Opportunistic Fund I, LLC- Series IV filed a Form D with the SEC on September 27, 2022 claiming Rule 506(c), Section 3(c), Section 3(c)(1). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $7,715,000 sold to 48 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to CrowdStreet, which AltStreet has reviewed. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is CrowdStreet Opportunistic Fund I, LLC- Series IV registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that CrowdStreet Opportunistic Fund I, LLC- Series IV claimed Rule 506(c), Section 3(c), Section 3(c)(1) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has CrowdStreet Opportunistic Fund I, LLC- Series IV raised?

CrowdStreet Opportunistic Fund I, LLC- Series IV reported $7,715,000 sold from 48 investors in an offering of indefinite size as of the Form D filed September 27, 2022.

Who can invest in CrowdStreet Opportunistic Fund I, LLC- Series IV?

The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000.

What is the minimum investment in CrowdStreet Opportunistic Fund I, LLC- Series IV?

The Form D lists $100,000 as the minimum investment accepted from any outside investor as of September 27, 2022. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling CrowdStreet Opportunistic Fund I, LLC- Series IV and how are they paid?

The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.

Who is behind CrowdStreet Opportunistic Fund I, LLC- Series IV?

The Form D lists 2 related persons: Managing Member CrowdStreet Advisors, LLC, director (Managing Member of the Issuer); Kristen Howell, executive officer (General Counsel and Chief Compliance Officer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is CrowdStreet Opportunistic Fund I, LLC- Series IV located?

The issuer's address on its SEC filings is 98 San Jacinto Blvd, 4th Floor, Austin, TX 78701. Its phone number of record is 817-703-3512. It is organized under the laws of Delaware.

How long is the CrowdStreet Opportunistic Fund I, LLC- Series IV offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.

How large is CrowdStreet Opportunistic Fund I, LLC- Series IV?

The issuer declined to disclose its net asset value range on the Form D, which the form permits.

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.