SHORENSTEIN INVESTMENT ADVISERS LLC
CRD #328584 SEC #801-129686 SAN FRANCISCO, CA 415-772-7000
SEC Registered Private Funds
Total AUM
$851.9M
Discretionary
$851.9M
Employees
44
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $851.9M | $851.9M | $0 | 44 | 0 |
| Mar 2025 | $851.9M | $851.9M | $0 | 44 | 0 |
| Jul 2024 | $753.1M | $753.1M | $0 | 45 | 0 |
DateMar 2025
Total AUM$851.9M
Discretionary$851.9M
Non-Disc.$0
Employees44
Clients0
DateMar 2025
Total AUM$851.9M
Discretionary$851.9M
Non-Disc.$0
Employees44
Clients0
DateJul 2024
Total AUM$753.1M
Discretionary$753.1M
Non-Disc.$0
Employees45
Clients0