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Building 2SHORENSTEIN INVESTMENT ADVISERS LLC

Map pinSAN FRANCISCO, CA
Phone415-772-7000
NotebookSEC #801-129686
Total AUM
$787.5M
Employees
33
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
235 MONTGOMERY STREET
16TH FLOOR
SAN FRANCISCO
CA 94104
United States
Operating Hours
8:00 AM - 5:00 PM
MON. - THURS.
Phone
415-772-7000
Other Offices
1

ReceiptFinancials

Total AUM
$787.5M
Accounts
3
Discretionary
$787.5M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$787.5M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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