# Shamrock Capital Advisors, LLC

> Shamrock Capital Advisors, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 153100
- Filed as: SHAMROCK CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153100
- AdvisorCensus page: https://advisorcensus.com/firm/shamrock-capital-advisors-llc-los-angeles-ca-153100

## Quick answers

**How is Shamrock Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Shamrock Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Shamrock Capital Advisors, LLC located?**
Shamrock Capital Advisors, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Shamrock Capital Advisors, LLC registered with the SEC or a state?**
Shamrock Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 153100.

**How much does Shamrock Capital Advisors, LLC manage?**
Shamrock Capital Advisors, LLC reports $6,729,359,558 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary).

**How have Shamrock Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Shamrock Capital Advisors, LLC: Regulatory assets under management: $2,643,527,165 in the October 2021 data and $6,729,359,558 in the October 2026 data, up 155%. Total employees: 35 in October 2021 and 60 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shamrock Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (25).

**Does Shamrock Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153100

**What changed in Shamrock Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $6,729,359,558
- Discretionary: $6,729,359,558
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 25 | $6,729,359,558 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 60 total, 45 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shamrockcap.com
- LinkedIn @SHAMROCK-CAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,643,527,165 | 35 | March 31, 2021 |
| October 2022 | $3,600,873,560 | 42 | May 20, 2022 |
| October 2023 | $4,210,960,908 | 52 | April 13, 2023 |
| October 2024 | $4,335,645,431 | 58 | August 23, 2024 |
| October 2025 | $6,619,550,974 | 55 | March 28, 2025 |
| October 2026 | $6,729,359,558 | 60 | June 3, 2026 |

Regulatory assets under management: $2,643,527,165 in the October 2021 data and $6,729,359,558 in the October 2026 data, up 155%.
Total employees: 35 in October 2021 and 60 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shamrock Capital Advisors, LLC (CRD 153100): Form ADV filing data as of October 2026.