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SHAMROCK CAPITAL ADVISORS, LLC

CRD 153100 · SEC 801-74077

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1100 GLENDON AVE, SUITE 1600, LOS ANGELES, CA, 90024, United States

Phone

310-974-6600

Fax

310-974-6601

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$6.73B

Discretionary AUM

$6.73B

Team

60 total employees; 45 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-03

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles25$6.73B

States served

CA

All web addresses on file

Official SEC filing: View on IAPD