SHORENSTEIN INVESTMENT ADVISERS LLC

Overview

Shorenstein Investment Advisers LLC is an SEC-registered investment adviser organized as a limited liability company that concentrates on real estate investment strategies and pooled real estate vehicles. The firm acts in sponsor and general partner capacities and provides portfolio management for pooled investment vehicles, positioning itself to originate, structure and operate private real estate funds and related vehicles. Filings describe the firm as an active ESG investor and indicate it also performs CPO/CTA functions, reflecting a mix of investment management and operational oversight across its funds. The adviser targets institutional clients and charges a combination of asset‑based fees and performance‑linked fees. Its operating model emphasizes managed pooled vehicles rather than direct retail advisory relationships, and it employs both in-house fund management and allocations to third‑party real estate managers where appropriate.

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