Investment adviser · CRD 328584
SHORENSTEIN INVESTMENT ADVISERS LLC
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $788M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 33 Reported in this filing
- Advisory professionals
- 33 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 3 | $787,525,356 | 100.0% |
Filing source
Form ADV 2078743 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SHORENSTEIN REALTY INVESTORS FOURTEEN-B, L.P.Real Estate Fund · Last reported Mar 27, 2026$422MGross asset value
Form D fundraising filings
SHORENSTEIN REALTY INVESTORS FOURTEEN-B, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-9754192700
- Reported beneficial owners
- 20
- Minimum commitment
- $10M
- Form D file number
- 021-441707
Form ADV 2078743 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SHORENSTEIN REALTY INVESTORS FOURTEEN-A, L.P.Real Estate Fund · Last reported Mar 27, 2026$247MGross asset value
Form D fundraising filings
SHORENSTEIN REALTY INVESTORS FOURTEEN-A, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-4616041588
- Reported beneficial owners
- 14
- Minimum commitment
- $10M
- Form D file number
- 021-441705
Form ADV 2078743 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SHORENSTEIN REALTY INVESTORS FOURTEEN-C, L.P.Real Estate Fund · Last reported Mar 27, 2026$118MGross asset value
Form D fundraising filings
SHORENSTEIN REALTY INVESTORS FOURTEEN-C, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-7298459702
- Reported beneficial owners
- 11
- Minimum commitment
- $10M
- Form D file number
- 021-441708
Form ADV 2078743 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
235 MONTGOMERY STREET, 16TH FLOORSAN FRANCISCO, CA, 94104, United States
CRD 328584
Filing source
Form ADV 2078743 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.