SHAMROCK ASSET MANAGEMENT LLC
CRD #108125 SEC #801-54702 DALLAS, TX 214-265-9400
SEC Registered Disclosures
Total AUM
$177.4M
Discretionary
$177.4M
Employees
5
Clients
0
Accounts
413
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2019 | $177.4M | $177.4M | $0 | 5 | 0 |
| Aug 2019 | $177.4M | $177.4M | $0 | 5 | 0 |
| Mar 2019 | $177.4M | $177.4M | $0 | 5 | 0 |
| Dec 2018 | $217.6M | $217.6M | $0 | 5 | 0 |
| May 2018 | $217.6M | $217.6M | $0 | 5 | 0 |
| Mar 2018 | $217.6M | $217.6M | $0 | 5 | 0 |
| Mar 2017 | $228.5M | $226.7M | $1.8M | 7 | 400 |
| Nov 2016 | $279.3M | $277.8M | $1.5M | 8 | 400 |
| Mar 2016 | $279.3M | $277.8M | $1.5M | 8 | 400 |
| Mar 2016 | $311.5M | $309.6M | $2M | 10 | 400 |
| Dec 2015 | $311.5M | $309.6M | $2M | 10 | 400 |
| Aug 2015 | $311.5M | $309.6M | $2M | 10 | 400 |
| Jun 2015 | $311.5M | $309.6M | $2M | 10 | 400 |
| Mar 2015 | $311.5M | $309.6M | $2M | 10 | 400 |
| Apr 2014 | $382.1M | $378M | $4.1M | 10 | 400 |
| Mar 2014 | $382.1M | $378M | $4.1M | 10 | 400 |
| Nov 2013 | $298.9M | $277.3M | $21.7M | 10 | 200 |
| Sep 2013 | $298.9M | $277.3M | $21.7M | 10 | 200 |
| Sep 2013 | $298.9M | $277.3M | $21.7M | 10 | 200 |
| Aug 2013 | $298.9M | $277.3M | $21.7M | 10 | 200 |
| Aug 2013 | $298.9M | $277.3M | $21.7M | 10 | 200 |
| Apr 2013 | $298.9M | $277.3M | $21.7M | 10 | 200 |
| Mar 2013 | $298.9M | $277.3M | $21.7M | 10 | 200 |
| Jan 2013 | $255.2M | $226.1M | $29.1M | 10 | 150 |
| Dec 2012 | $255.2M | $226.1M | $29.1M | 10 | 150 |
| Oct 2012 | $255.2M | $226.1M | $29.1M | 6 | 150 |
| Aug 2012 | $255.2M | $226.1M | $29.1M | 6 | 150 |
| Jan 2012 | $255.2M | $226.1M | $29.1M | 6 | 150 |
| Jan 2012 | $255.2M | $226.1M | $29.1M | 6 | 150 |
| Mar 2009 | $164.8M | $150.7M | $14.1M | 10 | -- |
| Mar 2008 | $252.4M | $224M | $28.4M | 10 | -- |
| Sep 2007 | $261.5M | $228.4M | $33.1M | 5 | -- |
| Mar 2007 | $142.1M | $112.1M | $29.9M | 5 | -- |
| Mar 2006 | $142.5M | $110.1M | $32.5M | 5 | -- |
| Sep 2005 | $140.1M | $100.4M | $39.7M | 10 | -- |
| Mar 2004 | $144.7M | $111.5M | $33.2M | 10 | -- |
| Mar 2002 | $167.7M | $123.3M | $44.4M | 5 | -- |
DateAug 2019
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$228.5M
Discretionary$226.7M
Non-Disc.$1.8M
Employees7
Clients400
DateNov 2016
Total AUM$279.3M
Discretionary$277.8M
Non-Disc.$1.5M
Employees8
Clients400
DateMar 2016
Total AUM$279.3M
Discretionary$277.8M
Non-Disc.$1.5M
Employees8
Clients400
DateMar 2016
Total AUM$311.5M
Discretionary$309.6M
Non-Disc.$2M
Employees10
Clients400
DateDec 2015
Total AUM$311.5M
Discretionary$309.6M
Non-Disc.$2M
Employees10
Clients400
DateAug 2015
Total AUM$311.5M
Discretionary$309.6M
Non-Disc.$2M
Employees10
Clients400
DateJun 2015
Total AUM$311.5M
Discretionary$309.6M
Non-Disc.$2M
Employees10
Clients400
DateMar 2015
Total AUM$311.5M
Discretionary$309.6M
Non-Disc.$2M
Employees10
Clients400
DateApr 2014
Total AUM$382.1M
Discretionary$378M
Non-Disc.$4.1M
Employees10
Clients400
DateMar 2014
Total AUM$382.1M
Discretionary$378M
Non-Disc.$4.1M
Employees10
Clients400
DateNov 2013
Total AUM$298.9M
Discretionary$277.3M
Non-Disc.$21.7M
Employees10
Clients200
DateSep 2013
Total AUM$298.9M
Discretionary$277.3M
Non-Disc.$21.7M
Employees10
Clients200
DateSep 2013
Total AUM$298.9M
Discretionary$277.3M
Non-Disc.$21.7M
Employees10
Clients200
DateAug 2013
Total AUM$298.9M
Discretionary$277.3M
Non-Disc.$21.7M
Employees10
Clients200
DateAug 2013
Total AUM$298.9M
Discretionary$277.3M
Non-Disc.$21.7M
Employees10
Clients200
DateApr 2013
Total AUM$298.9M
Discretionary$277.3M
Non-Disc.$21.7M
Employees10
Clients200
DateMar 2013
Total AUM$298.9M
Discretionary$277.3M
Non-Disc.$21.7M
Employees10
Clients200
DateJan 2013
Total AUM$255.2M
Discretionary$226.1M
Non-Disc.$29.1M
Employees10
Clients150
DateDec 2012
Total AUM$255.2M
Discretionary$226.1M
Non-Disc.$29.1M
Employees10
Clients150
DateOct 2012
Total AUM$255.2M
Discretionary$226.1M
Non-Disc.$29.1M
Employees6
Clients150
DateAug 2012
Total AUM$255.2M
Discretionary$226.1M
Non-Disc.$29.1M
Employees6
Clients150
DateJan 2012
Total AUM$255.2M
Discretionary$226.1M
Non-Disc.$29.1M
Employees6
Clients150
DateJan 2012
Total AUM$255.2M
Discretionary$226.1M
Non-Disc.$29.1M
Employees6
Clients150
DateMar 2009
Total AUM$164.8M
Discretionary$150.7M
Non-Disc.$14.1M
Employees10
Clients--
DateMar 2008
Total AUM$252.4M
Discretionary$224M
Non-Disc.$28.4M
Employees10
Clients--
DateSep 2007
Total AUM$261.5M
Discretionary$228.4M
Non-Disc.$33.1M
Employees5
Clients--
DateMar 2007
Total AUM$142.1M
Discretionary$112.1M
Non-Disc.$29.9M
Employees5
Clients--
DateMar 2006
Total AUM$142.5M
Discretionary$110.1M
Non-Disc.$32.5M
Employees5
Clients--
DateSep 2005
Total AUM$140.1M
Discretionary$100.4M
Non-Disc.$39.7M
Employees10
Clients--
DateMar 2004
Total AUM$144.7M
Discretionary$111.5M
Non-Disc.$33.2M
Employees10
Clients--
DateMar 2002
Total AUM$167.7M
Discretionary$123.3M
Non-Disc.$44.4M
Employees5
Clients--