Data / Investment advisers / California / Shamrock Capital Advisors, LLC
Shamrock Capital Advisors, LLC, Los Angeles, CA: $6.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Shamrock Capital Advisors, LLC is an SEC registered investment adviser with its main office in Los Angeles, California and reports $6.7 billion in regulatory assets under management in its Form ADV filed June 3, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 25 private funds.
The request: Watch Shamrock Capital Advisors, LLC (CRD number 153100): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 153100
- SEC file number
- 801-74077
- SEC status
- Approved, effective March 22, 2012
- Main office
- 1100 Glendon Ave Suite 1600, Los Angeles, CA 90024
- Phone
- (310) 974-6600
- Regulatory AUM
- $6,729,359,558 in the Form ADV filed June 3, 2026
- Discretionary AUM
- $6,729,359,558
- Accounts
- 25
- Employees
- 60, of which 45 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 25: 24 private equity funds, 1 other private fund
- Gross assets of private funds
- $6,733,359,561
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 25 | $6.73 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $6.73 billion | June 3, 2026 |
| April 1, 2026 | $6.72 billion | March 30, 2026 |
| December 1, 2025 | $6.62 billion | October 3, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Jericho Capital Asset Management L.P. | Los Angeles | $10.11 billion | 7 | adviserinfo.sec.gov |
| Composition Wealth, LLC | Los Angeles | $9.47 billion | Not listed | adviserinfo.sec.gov |
| Mesa West Capital | Los Angeles | $8.70 billion | 4 | adviserinfo.sec.gov |
| Icg Advisors, LLC | Los Angeles | $7.92 billion | 11 | adviserinfo.sec.gov |
| Signature Investment Advisors, LLC | Los Angeles | $6.76 billion | Not listed | adviserinfo.sec.gov |
| NWF Advisory Services Inc | Los Angeles | $6.43 billion | Not listed | adviserinfo.sec.gov |
| Aurora Capital Partners Management VI L.P. | Los Angeles | $6.20 billion | 13 | adviserinfo.sec.gov |
| Freeman Spogli | Los Angeles | $6.16 billion | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Shamrock Capital Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.