Shorenstein Investment Advisers

Real Estate SEC-registered adviser

Legal name: Shorenstein Investment Advisers LLC

San Francisco, CA Website LinkedIn

AUM

$787.5M
Regulatory AUM

Private funds

3
Real Estate 3

Private fund assets

$787.5M
Gross asset value

Employees

33

Last Form D raise

—

From SEC Form ADV filing (filed Mar 27, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

B
Brandon Shorenstein
Chairman and Chief Executive Officer
Source: SEC Form ADV
C
Charles Malet
President and Chief Investments Officer
Source: SEC Form ADV
M
Mark Portner
Executive Vice President Capital Formations
Source: SEC Form ADV

Funds(3)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Shorenstein Realty Investors Fourteen-B, L.P.Real Estate$422.3M———
Shorenstein Realty Investors Fourteen-A, L.P.Real Estate$247.4M———
Shorenstein Realty Investors Fourteen-C, L.P.Real Estate$117.8M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
328584
SEC file number
801-129686

Sources