# Shamrock Financial Services

Shamrock Financial Services is a RIA based in Woodcliff Lake, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Woodcliff Lake, United States
- **Region:** North America
- **Address:** Calabasas, CA, United States
- **Founded:** 2015
- **Assets under management:** $3B–$5B (Altss estimate)
- **Website:** shamrockfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/shamrock-financial-services1

## Regulatory record

- **CRD number:** 151857
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151857

## About

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.

## Sectors

- Real Estate
- Private Credit
- Energy Transition & Renewables
- Healthcare Services
- Industrial Tech

## People

- Brett A. Wiseman — Principal & Chief Investment Officer
- Ronald R. Simmons — Principal & Managing Director

## 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.

## Related profiles

- [HEAPHY INVESTMENTS, LLC](https://altss.com/profile/heaphy-investments-llc)
- [NAMM FINANCIAL LLC](https://altss.com/profile/namm-financial-llc)

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Last updated: 2026-07-06T01:24:25.316Z

Canonical page: https://altss.com/profile/shamrock-financial-services

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