SourcingSourcing

SHAMROCK CAPITAL ADVISORS, LLC

C22
CRD 153100·SEC 801-74077·LOS ANGELES, CA
AUM
$6.72B
$1B+
Est. Revenue
$67.2M
@ 1% on AUM
Est. EBITDA
$20.2M
@ 30% margin
Est. Deal Value
$161.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SHAMROCK CAPITAL ADVISORS, LLC
CRD
153100
SEC file #
801-74077
EIN
471557053
DBA names
—

Economics

AUM
$6.72B
AUM band
$1B+
AUM trajectory
'20'26
$1.55B → $6.72B▲ +334%
Client mix
Pooled Investment Vehicles25

Operations

Employees (total)
60
Advisory staff (per ADV)
45
Advisory staff (5-yr trend)
'20'26
20 advisors → 45 advisors▲ +125%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
shamrockcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHAMROCK MANAGEMENT HOLDCO, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
SHAMROCK MANAGEMENT HOLDCO, L.P.
HOWARD, ANDREW, JON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SHAMROCKCAP.COM
Rdap Domain Creation Date
2008-07-05T15:15:34Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
206,968
Form 5500 Compensation Trajectory 3y
2025206,968
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
206,968
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001620968
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2014-09-30
Edgar Last Filing Date
2014-09-30
Edgar Form D Count
1
Edgar Form D Offerings
2014-09-302014-09-30 · 0001620968-14-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo50
Jpmorgan6
Morgan Stanley6
E*trade4
Edgar Addresses
Mailing
C/O SHAMROCK CAPITAL ADVISORS, LLC1100 GLENDON AVENUE, SUITE 1250LOS ANGELES, CA 90024
Business
C/O SHAMROCK CAPITAL ADVISORS, LLC1100 GLENDON AVENUE, SUITE 1250LOS ANGELES, CA 90024
Edgar EIN
471557053
Edgar Recent Filings
D2014-09-30 · 0001620968-14-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-05T15:15:34Z
Rdap Domain Last Changed
2025-07-06T12:00:37Z
Rdap Nameservers
Dns1.easydns.comDns2.easydns.netDns3.easydns.ca
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
HOWARD, ANDREW, JON
Executive Officer · 2.5%
6024562
John, Jemima, Revathy
Executive Officer · 2.5%
8239284
LASALLE, MICHAEL, ALFRED
Executive Officer · 2.5%
2634017
MCCONNELL, PAIGE, MARIE
Executive Officer · 2.5%
7726265
ROYER, STEPHEN, DOUGLAS
Executive Officer · 2.5%
1826795
RUSSO, PATRICK, ANTHONY
Executive Officer · 2.5%
2919068