Shorenstein Investment Advisers LLC

Fee-Only (% of Portfolio)

Shorenstein Investment Advisers manages private real estate funds, investing in real estate and real estate debt through negotiated transactions. Shorenstein identifies and evaluates investment opportunities, negotiates terms, manages investments, and achieves dispositions. Senior personnel manage underlying properties and influence control over management of properties in which the Funds have a controlling investment. These services are for qualified investors in private funds, not individual investors.

Assets Under Management$850M
Clients3
AdvisorsN/A
Avg. per Client$280M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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