DIVCO WEST REAL ESTATE SERVICES, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 156762
- Registered since
- March 23, 2012
- Website
- www.divcowest.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other92%
- Cash & Cash Equivalents8%
Owners & executives
3 of 5STUART SHIFF
Founder & Chief Exceutive OfficerCRD 5905466
ROBERT MASHAAL
Chief Investment OfficerCRD 1623564
MICHAEL CARP
President, Chief Operating OfficerCRD 702463
Contacts
2 of 2MEGAN SHERMAN
Corporate CounselCRD 6808609
IAN DUNCAN
Director, InvestmentCRD 6205529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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