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| Shorenstein Investment Advisers LLC
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|---|---|
| CRD # | 328584 |
| SEC # | 801-129686 |
| CIK # | |
| AUM | 787.5 M (2026-03-27) |
| Employees | 33 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-772-7000 |
| Address | 235 Montgomery Street San Francisco, CA 94104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Shorenstein Realty Investors Fourteen-A LP | [2024-07-12] | 738.4 M | 247.4 M |
| Offered $1,000,000,000 · Filed 2023-04-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining $261,555,556 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Shorenstein Realty Investors Fourteen-B LP | [2024-07-12] | 738.4 M | 422.3 M |
| Offered $1,000,000,000 · Filed 2023-04-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining $261,555,556 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Shorenstein Realty Investors Fourteen-C LP | [2024-07-12] | 738.4 M | 117.8 M |
| Offered $1,000,000,000 · Filed 2023-04-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Remaining $261,555,556 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 787.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 787.5 |
| By Discretionary | ||
| Discretionary | 3 | 787.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 787.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 787.5 | |
| Total | 3 | 787.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Charles Malet | Executive Officer | 25 | 2 | |
| Brandon Shorenstein | Executive Officer | 14 | 2 | |
| Mark Portner | Executive Officer | 9 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Real Estate |
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