SHAMROCK CAPITAL ADVISORS, LLC
Latest filing: Mar 28, 2025 (127 days ago)
AUM
$6,619,550,974
53% change vs. 1 year ago
84% change vs. 3 years ago
257% change vs. 5 years ago
887% change vs. 10 years ago
Employee Count
55
-5% change vs. 1 year ago
31% change vs. 3 years ago
77% change vs. 5 years ago
206% change vs. 10 years ago
Main Office
LOS ANGELES, CA
1100 GLENDON AVE, LOS ANGELES, CA, UNITED STATES, 90024
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $6.6 |
| Non-Discretionary | $0.0 |
| Total | $6.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $6.6 |
| Institutional | $0.0 |
| Total | $6.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ENTERTAINMENT IP PARTNERS, LLC | $0.0 | - | |
| SHAMROCK CAPITAL PARTNERS III, L.L.C. | $0.0 | - | |
| SHAMROCK CAPITAL GROWTH FUND IV, L.P. | $0.0 | - | |
| SHAMROCK CAPITAL PARTNERS IV, L.L.C. | $0.0 | - | |
| SHAMROCK CAPITAL CONTENT GP III, LLC | $0.0 | - | |
| SHAMROCK CAPITAL PARTNERS V, L.L.C. | $0.0 | - | |
| SHAMROCK CAPITAL DEBT OPPORTUNITIES FUND I GP, LLC | $0.0 | - | |
| SHAMROCK CAPITAL CONTENT GP II, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| ROYER, STEPHEN, DOUGLAS | MEMBER, LIMITED PARTNER |
| HOWARD, ANDREW, JON | MEMBER |
| LASALLE, MICHAEL, ALFRED | MEMBER |
| RIVERA, PETER, JOSEPH | CCO |
| RUSSO, PATRICK, ANTHONY | MEMBER |
| MCCONNELL, PAIGE, MARIE | CFO |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $6.6 | $0.0 | 0% | 55 | 0 | 0% |
| 2025-04-21 | $6.6 | $0.0 | 0% | 55 | 0 | 0% |
| 2024-04-02 | $4.3 | $2.3 | 53% | 58 | -3 | -5% |
| 2023-04-04 | $4.2 | $2.4 | 57% | 52 | 3 | 6% |
| 2022-04-01 | $3.6 | $3.0 | 84% | 42 | 13 | 31% |
| 2021-04-05 | $2.6 | $4.0 | 150% | 35 | 20 | 57% |
| 2020-04-01 | $1.9 | $4.8 | 257% | 31 | 24 | 77% |
| 2019-04-01 | $1.5 | $5.1 | 334% | 30 | 25 | 83% |
| 2018-04-02 | $2.2 | $4.5 | 207% | 28 | 27 | 96% |
| 2017-04-01 | $1.9 | $4.7 | 250% | 23 | 32 | 139% |
| 2016-04-01 | $1.7 | $4.9 | 288% | 20 | 35 | 175% |
| 2015-04-01 | $0.7 | $5.9 | 887% | 18 | 37 | 206% |
| 2014-04-01 | $0.6 | $6.0 | 935% | 15 | 40 | 267% |
| 2013-04-01 | $0.6 | $6.1 | 1064% | 12 | 43 | 358% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-03/22/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV