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SHAMROCK CAPITAL ADVISORS, LLC
CRD 153100 · SEC 801-74077
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
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 25 | $6.73B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD