DIVCO WEST REAL ESTATE SERVICES, LLC

RIASEC RegisteredEst. 2012
Total AUM
$16.3B
Discretionary
$7.1B
44% of AUM
Avg account
$466M
Accounts
35
Employees
215
Advisory reps
7

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
156762
Registered since
March 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles92.96%
  • State / Municipal Government7.04%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Divco West Real Estate Services, LLC is organized as an LLC and operates as a real estate-focused investment adviser serving primarily institutional clients. The firm is registered with the SEC (since 2012) and identifies its core advisory activity as portfolio management for pooled investment vehicles. Its fee arrangements include both percentage-of-assets and performance-based components, consistent with fund-level real estate strategies. The firm does not position itself as an active ESG investor and does not identify as a multi-state adviser in its filings. Corporate roles reported in filings include acting as an investment adviser, real estate broker, and sponsor/GP/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 92%, Cash & Cash Equivalents 8%92%
  • Other92%
  • Cash & Cash Equivalents8%

Owners & executives

3 of 5
  • STUART SHIFF

    Founder & Chief Exceutive OfficerCRD 5905466

  • ROBERT MASHAAL

    Chief Investment OfficerCRD 1623564

  • MICHAEL CARP

    President, Chief Operating OfficerCRD 702463

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Contacts

2 of 2
  • MEGAN SHERMAN

    Corporate CounselCRD 6808609

  • IAN DUNCAN

    Director, InvestmentCRD 6205529

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
301 Howard St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth