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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DERKSEN, ASHIA, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DERKSEN, ASHIA, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DERKSEN, ASHIA, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DERKSEN, ASHIA, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LIND, LISA, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIND, LISA, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIND, LISA, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIND, LISA, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALET, CHARLES, WILLIAM | I | PRESIDENT AND CHIEF INVESTMENTS OFFICER | NA | Control |
| MALET, CHARLES, WILLIAM | I | PRESIDENT AND CHIEF INVESTMENTS OFFICER | NA | Control |
| MALET, CHARLES, WILLIAM | I | PRESIDENT AND CHIEF INVESTMENTS OFFICER | NA | Control |
| MALET, CHARLES, WILLIAM | I | PRESIDENT AND CHIEF INVESTMENTS OFFICER | NA | Control |
| PORTNER, MARK, EDWARD | I | EXECUTIVE VICE PRESIDENT CAPITAL FORMATIONS | NA | Control |
| PORTNER, MARK, EDWARD | I | EXECUTIVE VICE PRESIDENT CAPITAL FORMATIONS | NA | Control |
| PORTNER, MARK, EDWARD | I | EXECUTIVE VICE PRESIDENT CAPITAL FORMATIONS | NA | Control |
| PORTNER, MARK, EDWARD | I | EXECUTIVE VICE PRESIDENT CAPITAL FORMATIONS | NA | Control |
| SHORENSTEIN, BRANDON, JONA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| SHORENSTEIN, BRANDON, JONA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| SHORENSTEIN, BRANDON, JONA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| SHORENSTEIN, BRANDON, JONA | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| SHORENSTEIN REALTY SERVICES, L.P. | DE | MEMBER | E | Control |
| SHORENSTEIN REALTY SERVICES, L.P. | DE | MEMBER | E | Control |
| SHORENSTEIN REALTY SERVICES, L.P. | DE | MEMBER | E | Control |
| SHORENSTEIN REALTY SERVICES, L.P. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FIRST REPUBLIC TRUST COMPANY OF DELAWARE LLC | DE | THE LYDIA P. SHORENSTEIN MARITAL TRUST | F | |
| FIRST REPUBLIC TRUST COMPANY OF DELAWARE LLC | DE | THE LYDIA P. SHORENSTEIN MARITAL TRUST | F | |
| SHORENSTEIN MANAGEMENT LLC | DE | SHORENSTEIN REALTY SERVICES, L.P. | F | Control |
| SHORENSTEIN MANAGEMENT LLC | DE | SHORENSTEIN REALTY SERVICES, L.P. | F | Control |
| SHORENSTEIN MB INC. | DE | SHORENSTEIN REALTY SERVICES, L.P. | F | Control |
| SHORENSTEIN MB INC. | DE | SHORENSTEIN REALTY SERVICES, L.P. | F | Control |
| SHORENSTEIN PROPERTIES LLC | DE | SHORENSTEIN REALTY SERVICES, L.P. | D | Control |
| SHORENSTEIN PROPERTIES LLC | DE | SHORENSTEIN REALTY SERVICES, L.P. | D | Control |
| THE LYDIA P. SHORENSTEIN MARITAL TRUST | DE | SHORENSTEIN PROPERTIES LLC | C | |
| THE LYDIA P. SHORENSTEIN MARITAL TRUST | DE | SHORENSTEIN PROPERTIES LLC | C |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (2)
CA NY
Address
235 MONTGOMERY STREET16TH FLOOR
SAN FRANCISCO, CA 94104
United States
Phone: 415-772-7000