Divco West Real Estate Services, LLC

CRD#156762
Investment Advisor Firm

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Learn more about Divco West Real Estate Services, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Divco West Real Estate Services, LLC is a financial advisory firm located in San Francisco, California. It has $16.4 billion in total assets across 22 client accounts, placing it among the biggest financial advisory firms in the country by assets under management (AUM). The company has a large group, including 63 financial advisors. Divco West Real Estate Services, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are tradable financial investments like options, equities and bonds.

    Divco West Real Estate Services, LLC oversees eight of its client assets in a discretionary manner. Discretionary management means that transaction decisions for the client's account are made by a portfolio manager without needing to seek client authorization. The company also administers 14 non-discretionary accounts with a total of $8.1 billion in AUM. Divco West Real Estate Services, LLC's typical account size is $743.6 million. An average financial advisor at Divco West Real Estate Services, LLC administers fewer than one client account, making it one of the most personalized financial advisor firms in the country.

    The firm's main office is located at 301 Howard Street, San Francisco, California 94105. It is allowed to provide services to clients across a few states, including California, District of Columbia, Massachusetts, New York and Texas.

    Assets Under Management

    $16.4 billion

    Number of Advisors

    63

    Disclosures

    No

    Office Location

    301 Howard Street
    San Francisco, CA 94105

    Divco West Real Estate Services, LLC by the Numbers

    Total Assets Under Management

    $16.4 billion

    National Average: $8.6 billion
    Total Number of Employees

    176

    National Average: 64
    Total Number of Accounts

    22

    National Average: 375,227
    Average Account Size

    $743.6 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors typically are based on the type of services offered. However, fee types billed by Divco West Real Estate Services, LLC can consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Divco West Real Estate Services, LLC provides services to pooled investment vehicles. Out of its 22 customers, Divco West Real Estate Services, LLC's biggest client by number of accounts is pooled investment vehicles. Just 4% of the firm's customers are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Divco West Real Estate Services, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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