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Shamrock Financial Services
SHAMROCK FINANCIAL SERVICES is a state-registered investment adviser in WOODCLIFF LAKE, NJ. The firm manages approximately $27 million in regulatory assets.
Overview
SHAMROCK FINANCIAL SERVICES is a state-registered investment adviser in WOODCLIFF LAKE, NJ. The firm manages approximately $27 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
2015
Location
Region
North America
Country
United States
City
Woodcliff Lake
Corporate office
Calabasas, CA, United States
Principals
Brett A. Wiseman
Principal & Chief Investment Officer
Ronald R. Simmons
Principal & Managing Director
Sector focus
Frequently asked questions
What investment stages does Shamrock Financial Services typically target?
The firm focuses on direct investments in operating assets and structured debt. It has been active in middle-market commercial real estate, growth-stage healthcare services, and infrastructure projects in energy transition. Stage ranges from established operating companies to asset-backed credit facilities, with no venture-stage exposure publicly disclosed.
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