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CRD 328584
SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SHORENSTEIN REALTY INVESTORS FOURTEEN-B, L.P. | Real Estate Fund | $404M | Jul 12, 2024 | 31 | Jul 12, 2024 | reported | 021-441707 |
| SHORENSTEIN REALTY INVESTORS FOURTEEN-A, L.P. | Real Estate Fund | $238M | Jul 12, 2024 | 24 | Jul 12, 2024 | reported | 021-441705 |
| SHORENSTEIN REALTY INVESTORS FOURTEEN-C, L.P. | Real Estate Fund | $111M | Jul 12, 2024 | 13 | Jul 12, 2024 | reported | 021-441708 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DERKSEN, ASHIA, ANN | CHIEF FINANCIAL OFFICER | Na | yes | 01/2024 | Feb 14, 2024 | Jul 12, 2024 |
| LIND, LISA, DAWN | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2023 | Feb 14, 2024 | Jul 12, 2024 |
| MALET, CHARLES, WILLIAM | PRESIDENT AND CHIEF INVESTMENTS OFFICER | Na | yes | 11/2023 | Feb 14, 2024 | Jul 12, 2024 |
| PORTNER, MARK, EDWARD | EXECUTIVE VICE PRESIDENT CAPITAL FORMATIONS | Na | yes | 11/2023 | Feb 14, 2024 | Jul 12, 2024 |
| SHORENSTEIN MANAGEMENT LLC | GENERAL PARTNER | F | yes | 11/1997 | Feb 14, 2024 | Jul 12, 2024 |
| SHORENSTEIN MB INC. | GENERAL PARTNER | F | yes | 01/2017 | Feb 14, 2024 | Jul 12, 2024 |
| SHORENSTEIN PROPERTIES LLC | LIMITED PARTNER | D | yes | 06/2005 | Feb 14, 2024 | Jul 12, 2024 |
| SHORENSTEIN REALTY SERVICES, L.P. | Member | E | yes | 09/2023 | Feb 14, 2024 | Jul 12, 2024 |
| SHORENSTEIN, BRANDON, JONA | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | Na | yes | 11/2023 | Feb 14, 2024 | Jul 12, 2024 |
| FIRST REPUBLIC TRUST COMPANY OF DELAWARE LLC | Trustee | F | no | 01/2021 | Feb 14, 2024 | Jul 12, 2024 |
| THE LYDIA P. SHORENSTEIN MARITAL TRUST | Member | C | no | 01/2017 | Feb 14, 2024 | Jul 12, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SHORENSTEIN MB, INC. | n/a | n/a | n/a | N | yes | n/a |
| SRI INVESTORS FOURTEEN LLC | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 13 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $788M | $788M | 33 | 33 | 1 | 3 | n/a |
| 2024 | Mar 28, 2025 | $852M | $852M | 44 | 44 | 1 | 3 | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $788M | $852M | -7.6% | n/a | n/a | 33 | 44 | 1 | 1 |