DIVCO WEST REAL ESTATE SERVICES, LLC
Adviser information for DIVCO WEST REAL ESTATE SERVICES, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 186 |
|---|---|
| Investment Advisory/Research | 61 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 8 | $7.4B |
| Non-Discretionary | 20 | $7.9B |
| Total | 28 | $15.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 25 | $15.3B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 4 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
301 HOWARD STREETSUITE 2100
SAN FRANCISCO
CA
United States
Monday - Friday, 8:30 AM-5:30 PM
Tel: 415-284-5700, Fax: None
Websites
www.thequadconferencecenter.com
www.thesandhillkitchen.com
www.yaleusa.com/
www.divcowest.com
www.cambridgecrossing.com
www.facebook.com/cxcambridge
twitter.com/cxcambridge
www.instagram.com/cxcambridge/
vimeo.com/user72314308
www.linkedin.com/company/divcowest/
www.linkedin.com/company/cxcambridge
www.flickr.com/photos/cxcambridge/albums
www.sandhillcollection.com
www.park151.com/
www.herstorycx.com
www.divcore.com
www.bouldincreekoffice.com
www.325hudson.com
540madison.com/
www.peninsulacrossing.com
www.550terry.com
www.24fiftydenver.com
www.655central.com
2023divcoresummit.com/
linkedin.com/company/divcore/
Chief Compliance Officer
MARC STERNBERG
55 RAILROAD AVE
SUITE 100
GREENWICH
CT
United States
Tel:
203-861-6023
M*********@**********M
(Full email address available in API data)
Regulatory Contact
MEGAN SHERMAN
GENERAL COUNSEL
301 HOWARD STREET
SUITE 2100
SAN FRANCISCO
CA
United States
Tel:
415 284-5744
M*******@**********M
(Full email address available in API data)
Industry Affiliates
| DIVCO DEVCO 455 FIRST GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DIVCO SAND HILL COLLECTION PARTNERS, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DIVCO SAND HILL PARTNERS, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DIVCOWEST FUND IV LP GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DIVCOWEST FUND IV REIT GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DIVCOWEST FUND IV REIT LP GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DIVCOWEST FUND V GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DIVCOWEST FUND VI GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DIVCOWEST REAL ESTATE ASSET MANAGEMENT, INC. | Real estate broker or dealer |
| DW-OR PARTNERS GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DWF V 75 STATE CO-INVEST GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DWF VI 4747 BETHESDA CO-INVEST GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| DWF VI CF ONE CO-INVEST GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| ELY PENNSYLVANIA DW GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| LOANCORE CAPITAL CREDIT ADVISOR LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| DIVCO DEVCO 455 FIRST, LP | Real Estate Fund | $16.2M | $0.0M | 2 |
| DIVCO DEVCO ASSEMBLY ROW, LP | Real Estate Fund | $99.4M | $0.0M | 3 |
| DIVCO DEVCO BURLINGAME, LP | Real Estate Fund | $358.3M | $0.0M | 4 |
| DIVCOWEST FUND IV, LP | Real Estate Fund | $149.4M | $10.0M | 161 |
| DIVCOWEST FUND V PF, LP | Real Estate Fund | $164.9M | $10.0M | 2 |
| DIVCOWEST FUND V, LP | Real Estate Fund | $2,465.3M | $10.0M | 41 |
| DIVCOWEST FUND VI-A, LP | Real Estate Fund | $2,914.8M | $25.0M | 48 |
| DIVCOWEST FUND VI-B, LP | Real Estate Fund | $334.1M | $25.0M | 2 |
| DIVCOWEST FUND VI-C, LP | Real Estate Fund | $501.5M | $25.0M | 2 |
| DW CAL, LLC | Real Estate Fund | $761.2M | $0.0M | 2 |
| DW EFQ1 HOLDCO, LP | Real Estate Fund | $1,033.1M | $0.0M | 3 |
| DW G HOLDCO, LP | Real Estate Fund | $1,002.8M | $0.0M | 3 |
| DW HI2 HOLDCO, LP | Real Estate Fund | $696.3M | $0.0M | 3 |
| DW I HOLDCO, LP | Real Estate Fund | $333.6M | $0.0M | 3 |
| DW LIFE SCIENCES PARTNERS, LLC | Real Estate Fund | $783.3M | $0.0M | 2 |
| DW NP HOLDINGS, LP | Real Estate Fund | $868.1M | $0.0M | 3 |
| DW PROPCO JKW, LP | Real Estate Fund | $703.8M | $0.0M | 2 |
| DW U HOLDCO, LP | Real Estate Fund | $601.1M | $0.0M | 3 |
| DW-OR PARTNERS, LP | Real Estate Fund | $309.6M | $0.0M | 2 |
| DWF V 75 STATE CO-INVEST, LP | Real Estate Fund | $19.3M | $0.0M | 4 |
| DWF VI 4747 BETHESDA CO-INVEST, LP | Real Estate Fund | $27.8M | $0.0M | 2 |
| DWF VI CF ONE CO-INVEST, LP | Real Estate Fund | $73.8M | $0.0M | 2 |
| ELY PENNSYLVANIA DW, LP | Real Estate Fund | $66.6M | $0.0M | 4 |
| QUADRUS SAND HILL HOLDINGS, LLC | Real Estate Fund | $442.4M | $0.0M | 4 |
| SAND HILL COLLECTION JV, LP | Real Estate Fund | $601.8M | $0.0M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SHIFF, STUART, ZACHARY | Individual | – | CHIEF EXECUTIVE OFFICER | 04/2006 | < 5% |
| MASHAAL, ROBERT, GIL | Individual | – | VICE PRESIDENT | 04/2012 | < 5% |
| DIVCORE MONTEREY MANAGEMENT HOLDINGS, LLC | Domestic Entity | – | MEMBER | 01/2009 | > 75% |
| SHIFF, STUART, ZACHARY | Individual | SHIFF INVESTMENT COMPANY, LLC | MEMBER | 12/2008 | 50-75% |
| SHIFF INVESTMENT COMPANY, LLC | Domestic Entity | – | MEMBER | 01/2009 | < 5% |
| CARP, MICHAEL, FREDERIC | Individual | – | PRESIDENT, CHIEF OPERATING OFFICER | 04/2012 | < 5% |
| STERNBERG, MARC, JORDAN | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2019 | < 5% |
| FINERMAN, MARK, LAWRENCE | Individual | GROOPER LLC | MEMBER | 07/2008 | > 75% |
| SHIFF INVESTMENT CO., LLC | Domestic Entity | DIVCORE CAPITAL, LLC | MEMBER | 06/2022 | 25-50% |
| GROOPER LLC | Domestic Entity | MF MANAGEMENT HOLDINGS LLC | MEMBER | 06/2022 | 50-75% |
| SHERMAN, MEGAN, PAYNE | Individual | – | SECRETARY | 07/2020 | < 5% |
| MASHAAL, ROBERT, GIL | Individual | RAVENSMOUNT LIMITED PARTNERSHIP | MEMBER | 06/2022 | > 75% |
| SHIFF FAMILY LEGACY, LLC | Domestic Entity | SHIFF INVESTMENT COMPANY, LLC | MEMBER | 01/2021 | 25-50% |
| SHIFF FAMILY 2020 DYNASTY TRUST | Domestic Entity | SHIFF FAMILY LEGACY, LLC | MEMBER | 12/2020 | > 75% |
| DIVCORE CAPITAL, LLC | Domestic Entity | DIVCORE MONTEREY MANAGEMENT HOLDINGS, LLC | MEMBER | 06/2022 | > 75% |
| RAVENSMOUNT LIMITED PARTNERSHIP | Domestic Entity | DIVCORE CAPITAL, LLC | MEMBER | 06/2022 | 25-50% |
| MF MANAGEMENT HOLDINGS LLC | Domestic Entity | DIVCORE CAPITAL, LLC | MEMBER | 06/2022 | 25-50% |
| RAVENSMOUNT GENERAL PARTNER, LLC | Domestic Entity | RAVENSMOUNT LIMITED PARTNERSHIP | GENERAL PARTNER | 06/2022 | |
| FIRST REPUBLIC TRUST COMPANY OF DELAWARE, LLC | Domestic Entity | SHIFF FAMILY 2020 DYNASTY TRUST | TRUSTEE | 12/2020 | |
| MASHAAL, ROBERT, GIL | Individual | RAVENSMOUNT GENERAL PARTNER, LLC | MEMBER | 06/2022 | > 75% |
| GUERRERO, LISA, M | Individual | – | TREASURER | 01/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| BRANDYWINE RLTY TR | SH BEN INT NEW | 11M | 2M | – |
| HUDSON PAC PPTYS INC | COM | 6M | 1M | – |
| KILROY RLTY CORP | COM | 32M | 1M | – |
| BOSTON PROPERTIES INC | COM | 42M | 681K | – |
| MATTERPORT INC | COM CL A | 4M | 827K | – |