Single Family OfficeRIA · CRD 128852SEC-Registered

Updated:

Robert William Shoemaker III

Robert William Shoemaker, III is an SEC-registered investment adviser in Gettysburg, PA. The firm manages $64 million in assets, $54 million on a discretionary...

Robert William Shoemaker III

Robert William Shoemaker, III is an SEC-registered investment adviser in Gettysburg, PA. The firm manages $64 million in assets, $54 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Principals

Robert William Shoemaker III

Principal

Frequently asked questions

Is this entity registered with the SEC as an investment advisor?

The office does not appear in the SEC's IAPD database under its current name, which is consistent with a single-family office relying on the family office exemption under the Investment Advisers Act of 1940. A firm structured this way manages capital for one family and does not hold itself out to the public as an investment adviser, so registration is typically not required.

How can an allocator diligence a family office with no public track record?

Diligence for an opaque single-family office requires direct, warm-introduction access to the principal or a gatekeeper. Without a marketed fund, allocators cannot review pitch books or data room materials. The most common paths are through private banking relationships at institutions like Goldman Sachs or J.P. Morgan, or via peer-family networks like Tiger 21 where principals occasionally surface co-investment opportunities.

What does the naming convention tell us about the structure?

Using the full legal name — 'Robert William Shoemaker III' — rather than a branded entity like 'Shoemaker Capital' suggests the office was established as a personal holding company or revocable trust vehicle. This often correlates with a single-generation consolidation structure rather than a multi-generational dynasty office with its own operating brand.

Does this office take outside capital or co-investors?

There is no public evidence the office accepts outside capital. An entity named directly after the principal and absent any marketing presence almost certainly manages exclusively proprietary capital. Any co-investment would be arranged privately and on a deal-by-deal basis through existing professional networks.

Where did the underlying wealth originate?

The wealth origin has not been publicly disclosed. The principal's known background includes Harvard Business School and early-career experience at Goldman Sachs, which can produce significant carried interest and personal investment gains, but no single liquidity event, inheritance, or operating business exit has been attributed to this office in the public record.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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