| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Shorenstein Realty Investors Fourteen-B, L.P. | Real Estate | $457.8M | $10M |
| Shorenstein Realty Investors Fourteen-A, L.P. | Real Estate | $268.7M | $10M |
| Shorenstein Realty Investors Fourteen-C, L.P. | Real Estate | $125.4M | $10M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashia Ann Derksen Control | Chief Financial Officer | Under 5% | 2024 |
| Brandon Jona Shorenstein Control | Chairman And Chief Executive Officer | Under 5% | 2023 |
| Charles William Malet Control | President And Chief Investments Officer | Under 5% | 2023 |
Shorenstein Investment Advisers LLC reports $851.9 million in regulatory assets under management on its Form ADV.
Shorenstein Investment Advisers LLC manages 3 private funds with combined gross assets of $851.9 million.
Shorenstein Investment Advisers LLC reports 44 employees.
Shorenstein Investment Advisers LLC is based in San Francisco, CA and has been SEC-registered since 2024.
Shorenstein Investment Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 235 Montgomery Street, 16th Floor, San Francisco, CA 94104 |
| Phone | 415-772-7000 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $851.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $851.9M |