Shamrock Capital Advisors, Llc
- Regulatory AUM
- $6.7B
- Discretionary
- $6.7B
- Clients
- 25
- Avg AUM / client
- $269M
- Accounts
- 25
- Employees
- 60
AUM over time
Annual snapshots from Form ADV filings · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 25 | $6.7B | 100.0% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $4.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Shamrock Capital Growth Fund V, L.P. | Private Equity Fund | Delaware | $970M | 50 |
| Shamrock Capital Content Fund Ii, L.P. | Private Equity Fund | Delaware | $709M | 18 |
| Shamrock Capital Content Fund Iii, L.P. | Private Equity Fund | Delaware | $588M | 33 |
| Shamrock Capital Growth Fund Iv, L.P. | Private Equity Fund | Delaware | $548M | 53 |
| Shamrock Capital Content Fund I, L.P. | Private Equity Fund | Delaware | $522M | 20 |
| Bc Holdco, Llc | Private Equity Fund | Delaware | $288M | 7 |
| Shamrock Talent & Brands Holdco, Llc | Private Equity Fund | Delaware | $210M | 7 |
| Shamrock Capital Debt Opportunities Fund I, L.P. master | Other Private Fund | Delaware | $203M | 11 |
| Shamrock Capital Growth Fund Iii, Lp | Private Equity Fund | Delaware | $134M | 39 |
| Shamrock Ccf Ii Co Invest I, Lp | Private Equity Fund | Delaware | $129M | 5 |
| Shamrock Ccf Ii Co Invest I A, Lp | Private Equity Fund | Delaware | $10.6M | 2 |
| Shamrock Fanduel Coinvest Llc | Private Equity Fund | Delaware | $8.4M | 2 |
| Shamrock Fanduel Coinvest Ii, L.P. | Private Equity Fund | Delaware | $7.2M | 4 |
| Shamrock Capital Growth Fund V (Parallel), L.P. | Private Equity Fund | Delaware | $6.1M | 12 |
| Shamrock Capital Growth Fund Iv (Parallel), L.P. | Private Equity Fund | Delaware | $3.1M | 7 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| U. S. Retirement Plan Mars, Incorporated | 2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Howard, Andrew, Jon | Member | Jan 2010 (17y) | Less than 5% | |
| Lasalle, Michael, Alfred | Member | Jan 2010 (17y) | Less than 5% | |
| Royer, Stephen, Douglas | Member | Jan 2010 (17y) | ≈ 14.06% – 50% via Shamrock Management Feeder, L.P. | |
| Russo, Patrick, Anthony | Member | Apr 2016 (10y) | Less than 5% | |
| Mcconnell, Paige, Marie | Cfo | Apr 2023 (3y) | Less than 5% | |
| Bradley, Rosemary, Jane | Cco And General Counsel | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Shamrock Management Holdco, L.P. | Holding Company | Oct 2022 | A | 75% or more |
| Shamrock Management Feeder, L.P. | Feeder Entity | Oct 2022 | B | ≈ 56.25% – 100% via Shamrock Management Holdco, L.P. |
| Shamrock Ugp, Llc | General Partner | Oct 2022 | B | GP / trustee / elected manager of Shamrock Management Feeder, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Royer, Stephen, Douglas: 25% – 50% of Shamrock Management Feeder, L.P. × 75% – 100% of Shamrock Management Holdco, L.P. × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Shamrock Management Feeder, L.P.: 75% – 100% of Shamrock Management Holdco, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (15, $4.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Shamrock Capital Growth Fund V, L.P. | Private Equity Fund | $970M | $10.0M | 50 |
| Shamrock Capital Content Fund Ii, L.P. | Private Equity Fund | $709M | $10.0M | 18 |
| Shamrock Capital Content Fund Iii, L.P. | Private Equity Fund | $588M | $10.0M | 33 |
| Shamrock Capital Growth Fund Iv, L.P. | Private Equity Fund | $548M | $10.0M | 53 |
| Shamrock Capital Content Fund I, L.P. | Private Equity Fund | $522M | $10.0M | 20 |
| Bc Holdco, Llc | Private Equity Fund | $288M | $10.0M | 7 |
| Shamrock Talent & Brands Holdco, Llc | Private Equity Fund | $210M | $10.0M | 7 |
| Shamrock Capital Debt Opportunities Fund I, L.P. | Other Private Fund | $203M | $10.0M | 11 |
| Shamrock Capital Growth Fund Iii, Lp | Private Equity Fund | $134M | $10.0M | 39 |
| Shamrock Ccf Ii Co Invest I, Lp | Private Equity Fund | $129M | $10.0M | 5 |
| Shamrock Ccf Ii Co Invest I A, Lp | Private Equity Fund | $10.6M | $10.0M | 2 |
| Shamrock Fanduel Coinvest Llc | Private Equity Fund | $8.4M | $10.0M | 2 |
| Shamrock Fanduel Coinvest Ii, L.P. | Private Equity Fund | $7.2M | $10.0M | 4 |
| Shamrock Capital Growth Fund V (Parallel), L.P. | Private Equity Fund | $6.1M | $10.0M | 12 |
| Shamrock Capital Growth Fund Iv (Parallel), L.P. | Private Equity Fund | $3.1M | $10.0M | 7 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| U. S. Retirement Plan | Mars, Incorporated | 8,193 | $5.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 6.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗