SHAMROCK CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 153100
- Registered since
- March 22, 2012
- Website
- shamrockcap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Shamrock Capital Advisors, LLC is an SEC-registered private equity adviser organized as an LLC and operating primarily with institutional clients. The firm serves as sponsor, general partner and managing member for pooled investment vehicles and provides portfolio management to those funds. Its stated business model combines a percentage-of-assets fee schedule with performance-based fees. Shamrock reports being an active ESG investor and focuses on managing closed-ended private funds rather than providing retail wealth management or pension consulting.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Jemima John
Chief Compliance Officer & Vice PresidentCRD 8239284
PAIGE MCCONNELL
Chief Financial OfficerCRD 7726265
Contacts
3 of 4ANDREW HOWARD
Co-President and PartnerCRD 6024562
STEPHEN ROYER
PresidentCRD 1826795
PATRICK RUSSO
PartnerCRD 2919068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 1100 Glendon Ave
- Time zone
- PT (UTC-8)
- Office locations
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