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 a limited liability company registered with the SEC since 2012 and classified in FINTRX as a real estate fund adviser. The firm provides portfolio management for pooled investment vehicles and participates as a sponsor, general partner/managing member and real estate broker in pooled structures. Its client base is institutional, and its typical fee arrangements combine a percentage-of-assets model with performance-based fees. The firm is not flagged as an active ESG investor and is not listed as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Stuart Shiff

    Founder & Chief Exceutive OfficerCRD 5905466

  • Robert Mashaal

    Robert Mashaal

    Chief Investment OfficerCRD 1623564

  • Michael Carp

    Michael Carp

    President, Chief Operating OfficerCRD 702463

Unlock 2 more executives

Contacts

2 of 2
  • Megan Sherman

    Megan Sherman

    Corporate CounselCRD 6808609

  • Ian Duncan

    Ian Duncan

    Director, InvestmentCRD 6205529

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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