Shorenstein Investment Advisers LLC
● SEC registered since 2024CRD 328584SEC# 801-129686San Francisco, CA
Ranks #3,307 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$787.5M
Fund GAV
$787.5M
Private funds
3
Employees
33
Accounts
3
Location
San Francisco, CA
Shorenstein Investment Advisers LLC assets under management
Shorenstein Investment Advisers LLC is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2024. It reports $787.5 million in regulatory assets under management and employs 33 people. Shorenstein Investment Advisers LLC manages 3 private funds with combined gross assets of $787.5 million, including Shorenstein Realty Investors Fourteen-B, L.P. By regulatory assets, it ranks 3,307 of 6,004 private fund managers.
Shorenstein Investment Advisers LLC private funds
3 funds · $787.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Shorenstein Realty Investors Fourteen-B, L.P. | Real Estate | $422.3M | $10M |
| Shorenstein Realty Investors Fourteen-A, L.P. | Real Estate | $247.4M | $10M |
| Shorenstein Realty Investors Fourteen-C, L.P. | Real Estate | $117.8M | $10M |
Shorenstein Investment Advisers LLC owners & executives
11 reported| 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 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Shorenstein Investment Advisers LLC manage?
Shorenstein Investment Advisers LLC reports $787.5 million in regulatory assets under management on its Form ADV.
How many private funds does Shorenstein Investment Advisers LLC manage?
Shorenstein Investment Advisers LLC manages 3 private funds with combined gross assets of $787.5 million.
How many employees does Shorenstein Investment Advisers LLC have?
Shorenstein Investment Advisers LLC reports 33 employees.
Where is Shorenstein Investment Advisers LLC located?
Shorenstein Investment Advisers LLC is based in San Francisco, CA and has been SEC-registered since 2024.
Does Shorenstein Investment Advisers LLC disclose fund performance?
Shorenstein Investment Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$787.5M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
AUM vs fund managersTop 55%
Larger than 45% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$787.5Mregulatory AUM
Discretionary $787.5M