Shamrock Holdings

Evidence PackPROIndependent

Real Estate

AUM

$189M

Ownership

independent

Stakeability

30 / VERY LOW

Priority

Tier

Employees

SEC RegisteredFund PerformanceBDC ExposureTeam DataILS Deals

Coverage

42%

Adaptive profile: standard

Signals present

5/12

SEC / ADVFund Performance(7)BDC Exposure(20)13F Holders(0)Team(30)ILS Deals(2)Regulatory(0)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

30 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

170237

SEC File Number

801-117054

Registration Type

Registered

Filing Date

Mar 28, 2025

Employee Count

N/A

Discretionary AUM

$486.9M

Private Funds

PE Funds

VC Funds

N/A

RE Funds

N/A

Hedge Funds

N/A

Gross Assets (Private)

$486.9M

Source: SEC IAPD