SHAMROCK CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$6.7B
Discretionary
$6.7B
100% of AUM
Avg account
$269M
Accounts
25
Employees
60
Advisory reps
6

Firm details

Headquarters
Los Angeles, California
CRD number
153100
Registered since
March 22, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Jemima John

    Chief Compliance Officer & Vice PresidentCRD 8239284

  • PAIGE MCCONNELL

    Chief Financial OfficerCRD 7726265

Contacts

3 of 4
  • ANDREW HOWARD

    Co-President and PartnerCRD 6024562

  • STEPHEN ROYER

    PresidentCRD 1826795

  • PATRICK RUSSO

    PartnerCRD 2919068

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth