SHORENSTEIN INVESTMENT ADVISERS LLC

CRD 328584 · SEC 801-129686

235 MONTGOMERY STREET, 16TH FLOOR, SAN FRANCISCO, CA, 94104, United States

Phone

415-772-7000

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$787.5M

Discretionary AUM

$787.5M

Team

33 total employees; 33 advisory reps

Clients

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Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (pooled vehicles)

Type	Clients	AUM
Pooled investment vehicles	3	$787.5M

CA, NY

Official SEC filing: View on IAPD