Investment adviser · CRD 153100

SHAMROCK CAPITAL ADVISORS, LLC

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Jun 3, 2026

Regulatory AUM: $6.73B
Client accounts: 25
Employees: 60
Advisory professionals: 45

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	25	$6,729,359,558	100.0%

Filing source

Form ADV 2110874 · Jun 3, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

32 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SHAMROCK CAPITAL GROWTH FUND V, L.P.Private Equity Fund · Last reported Jun 3, 2026$1.14BGross asset value

Form D fundraising filings

Shamrock Capital Growth Fund V, L.P.

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP LOS ANGELES, California, United States

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-5865650865
Reported beneficial owners: 50
Minimum commitment: $10M
Form D file number: 021-390598

Form ADV 2110874 · Jun 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SHAMROCK CAPITAL CONTENT FUND II, L.P.Private Equity Fund · Last reported Jun 3, 2026$890MGross asset value

Form D fundraising filings

SHAMROCK CAPITAL CONTENT FUND II, L.P.

Fund administrator GEN II FUND SERVICES, LLC NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP LOS ANGELES, California, United States

Custodian CITY NATIONAL BANK LOS ANGELES, California, United States Related to adviser: No

Custodian FIFTH THIRD BANK, N.A. CINCINNATI, Ohio, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63

FIFTH THIRD BANK, N.A.
LEI QFROUN1UWUYU0DVIWD51

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-3288707146
Reported beneficial owners: 18
Minimum commitment: $10M
Form D file number: 021-355439

Form ADV 2110874 · Jun 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SHAMROCK CAPITAL GROWTH FUND VI, LPPrivate Equity Fund · Last reported Jun 3, 2026$842MGross asset value

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP LOS ANGELES, California, United States

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-1448821278
Reported beneficial owners: 32
Minimum commitment: $10M
Form D file number: 021-50764

Form ADV 2110874 · Jun 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SHAMROCK CAPITAL CONTENT FUND III, L.P.Private Equity Fund · Last reported Jun 3, 2026$679MGross asset value

Form D fundraising filings

SHAMROCK CAPITAL CONTENT FUND III, L.P.

Fund administrator GEN II FUND SERVICES, LLC NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP LOS ANGELES, California, United States

Custodian CITY NATIONAL BANK LOS ANGELES, California, United States Related to adviser: No

Custodian FIFTH THIRD BANK CINCINNATI, Ohio, United States Related to adviser: No

Custodian JP MORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No

Custodian MORGAN STANLEY LOS ANGELES, California, United States Related to adviser: No

Custodian US BANK ST. PAUL, Minnesota, United States Related to adviser: No

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63

Fund details & source

Fund ID: 805-3190879404
Reported beneficial owners: 33
Minimum commitment: $10M
Form D file number: 021-450753

Form ADV 2110874 · Jun 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SHAMROCK CAPITAL EMERALD FUND, L.P.Private Equity Fund · Last reported Jun 3, 2026$529MGross asset value

Form D fundraising filings

Shamrock Capital Emerald Fund, L.P.

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM LLP LOS ANGELES, California, United States

Custodian CITY NATIONAL BANK LOS ANGELES, California, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No

Custodian TRUIST BANK CHARLOTTE, North Carolina, United States Related to adviser: No

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM LLP
PCAOB 49

CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-1612867004
Reported beneficial owners: 7
Minimum commitment: $10M
Form D file number: 021-556796

Form ADV 2110874 · Jun 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SHAMROCK CAPITAL GROWTH FUND IV, L.P.Private Equity Fund · Last reported Jun 3, 2026$501MGross asset value

Form D fundraising filings

SHAMROCK CAPITAL GROWTH FUND IV, L.P.

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP LOS ANGELES, California, United States

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

WELLS FARGO BANK, N.A.
LEI 593C3GZG957YOJPS2Z63

Fund details & source

Fund ID: 805-3062641863
Reported beneficial owners: 53
Minimum commitment: $10M
Form D file number: 021-248628

Form ADV 2110874 · Jun 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BC HOLDCO, LLCPrivate Equity Fund · Last reported Jun 3, 2026$272MGross asset value

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP LOS ANGELES, California, United States

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

Fund details & source

Fund ID: 805-3287075475
Reported beneficial owners: 7
Minimum commitment: $10M

Form ADV 2110874 · Jun 3, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 3, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1100 GLENDON AVE, SUITE 1600
LOS ANGELES, CA, 90024, United States

CRD 153100

Filing source

Form ADV 2110874 · Jun 3, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.