SHAMROCK CAPITAL ADVISORS, LLC
CRD #153100 SEC #801-74077 LOS ANGELES, CA 310-974-6600
SEC Registered Private Funds
Total AUM
$6.6B
Discretionary
$6.6B
Employees
55
Clients
--
Accounts
23
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $6.6B | $6.6B | $0 | 55 | 0 |
| Mar 2025 | $6.6B | $6.6B | $0 | 55 | 0 |
| Aug 2024 | $4.3B | $4.3B | $0 | 58 | 0 |
| Apr 2024 | $4.3B | $4.3B | $0 | 58 | 0 |
| Mar 2024 | $4.3B | $4.3B | $0 | 58 | 0 |
| Apr 2023 | $4.2B | $4.2B | $0 | 52 | 0 |
| Mar 2023 | $4.2B | $4.2B | $0 | 52 | 0 |
| Nov 2022 | $3.6B | $3.6B | $0 | 42 | 0 |
| May 2022 | $3.6B | $3.6B | $0 | 42 | 0 |
| Mar 2022 | $3.6B | $3.6B | $0 | 42 | 0 |
| Dec 2021 | $2.6B | $2.6B | $0 | 35 | 0 |
| Apr 2021 | $2.6B | $2.6B | $0 | 35 | 0 |
| Mar 2020 | $1.9B | $1.9B | $0 | 31 | 0 |
| Apr 2019 | $1.6B | $1.6B | $0 | 30 | 0 |
| Mar 2019 | $1.5B | $1.5B | $0 | 30 | 0 |
| Mar 2018 | $2.2B | $2.2B | $0 | 28 | 0 |
| Mar 2017 | $1.9B | $1.9B | $0 | 23 | 11 |
| Apr 2016 | $1.7B | $1.7B | $0 | 20 | 1 |
| Mar 2016 | $1.7B | $1.7B | $0 | 20 | 1 |
| Sep 2015 | $670.9M | $670.9M | $0 | 18 | 1 |
| Jun 2015 | $670.9M | $670.9M | $0 | 18 | 1 |
| Apr 2015 | $670.9M | $670.9M | $0 | 18 | 1 |
| Mar 2015 | $670.9M | $670.9M | $0 | 18 | 1 |
| Apr 2014 | $639.9M | $639.9M | $0 | 15 | 1 |
| Mar 2014 | $639.9M | $639.9M | $0 | 15 | 1 |
| Sep 2013 | $683.5M | $683.5M | $0 | 15 | 1 |
| Apr 2013 | $683.5M | $683.5M | $0 | 15 | 1 |
| Mar 2012 | $568.7M | $568.7M | $0 | -- | 1 |
| Feb 2012 | $568.7M | $568.7M | $0 | -- | 1 |
DateOct 2025
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees55
Clients0
DateMar 2025
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees55
Clients0
DateAug 2024
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees58
Clients0
DateApr 2024
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees58
Clients0
DateMar 2024
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees58
Clients0
DateApr 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees52
Clients0
DateMar 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees52
Clients0
DateNov 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees42
Clients0
DateMay 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees42
Clients0
DateMar 2022
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees42
Clients0
DateDec 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees35
Clients0
DateApr 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees35
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees31
Clients0
DateApr 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees30
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees30
Clients0
DateMar 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees28
Clients0
DateMar 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees23
Clients11
DateApr 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees20
Clients1
DateMar 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees20
Clients1
DateSep 2015
Total AUM$670.9M
Discretionary$670.9M
Non-Disc.$0
Employees18
Clients1
DateJun 2015
Total AUM$670.9M
Discretionary$670.9M
Non-Disc.$0
Employees18
Clients1
DateApr 2015
Total AUM$670.9M
Discretionary$670.9M
Non-Disc.$0
Employees18
Clients1
DateMar 2015
Total AUM$670.9M
Discretionary$670.9M
Non-Disc.$0
Employees18
Clients1
DateApr 2014
Total AUM$639.9M
Discretionary$639.9M
Non-Disc.$0
Employees15
Clients1
DateMar 2014
Total AUM$639.9M
Discretionary$639.9M
Non-Disc.$0
Employees15
Clients1
DateSep 2013
Total AUM$683.5M
Discretionary$683.5M
Non-Disc.$0
Employees15
Clients1
DateApr 2013
Total AUM$683.5M
Discretionary$683.5M
Non-Disc.$0
Employees15
Clients1
DateMar 2012
Total AUM$568.7M
Discretionary$568.7M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$568.7M
Discretionary$568.7M
Non-Disc.$0
Employees--
Clients1