← Directory
DIVCO WEST REAL ESTATE SERVICES, LLC
CRD 156762File 801-74082
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$16.30B
Top 10% of cohort (national)
Discretionary AUM
$7.12B
Non-discretionary $9.18B
Clients
31
35 accounts
Employees
215
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 23, 2012
- Principal office
- 301 HOWARD STREET, SUITE 2100, SAN FRANCISCO, CA, 94105
- Phone
- 415-284-5700
- Website
- https://www.yaleusa.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $16.30B
- Discretionary AUM
- $7.12B
- Non-discretionary AUM
- $9.18B
- Discretionary accounts
- 9
- Non-discretionary accounts
- 26
- Total accounts
- 35
- AUM per client
- $525.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Pooled investment vehicles | 31 | $15.15B |
| State or municipal government entities | Fewer than 5 | $1.15B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.