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DIVCO WEST REAL ESTATE SERVICES, LLC
CRD 156762File 801-74082
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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
- http://www.divcore.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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 198 | 215 | increased by17 |
| Apr 1, 2026 | Clients | 27 | 31 | increased by4 |
| Apr 1, 2026 | AUM | $15,742,896,000 | $16,300,107,425 | increased by$557,211,425 |
| Apr 1, 2026 | Accounts | 31 | 35 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 158 | 198 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 24 | 27 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $15,183,923,000 | $15,742,896,000 | increased by$558,973,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 24 | 31 | increased by7 |
| Apr 1, 2022 | Employees | 138 | 158 | increased by20 |
| Apr 1, 2022 | Clients | 21 | 24 | increased by3 |
| Apr 1, 2022 | AUM | $11,880,546,000 | $15,183,923,000 | increased by$3,303,377,000 |
| Apr 1, 2022 | Accounts | 21 | 24 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DIVCO WEST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DIVCO WEST” may also match similarly-named firms). Confirm identity against each filing.
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.