Insights

Boutique ODD Focus Shadmoor Advisors is a specialized operational due diligence consultancy serving the alternative investments space with a co-sourced model that integrates into client teams, presenting recurring opportunities to offer ongoing ODD reviews, policy guidance, and documentation support to global allocators, managers, and placement agents.

Global Footprint Headquartered in Connecticut with New York and London presence, Shadmoor serves a 60+ client base worldwide, indicating ongoing demand for cross-border due diligence expertise and potential expansion into additional financial centers or regions with institutional allocators seeking robust ODD.

Expansion Potential Recent leadership hires and a growing team signal capacity to scale advisory services; this creates sales opportunities to upsell expanded ODD coverage, custom mock reviews, and continuous risk management programs to new and existing institutional clients.

Independence Advantage The firm’s independent, non-discretionary stance and confidentiality promise position it as a trusted ODD partner for allocators and managers seeking objective oversight, offering a value proposition to win mandates where fiduciary-grade due diligence is critical.

Tech-Forward Partnerships Existing technology partnerships and integrations with diligence platforms (e.g., Diligence Vault relationship noted) present a pathway to co-sell or embed Shadmoor’s ODD services within digital due diligence workflows and technology-enabled diligence solutions.

Similar companies to Shadmoor Advisors, Inc.

Shadmoor Advisors, Inc. Tech Stack

Shadmoor Advisors, Inc. uses 8 technology products and services including Squarespace, Weebly, WordPress, and more. Explore Shadmoor Advisors, Inc.'s tech stack below.

Media & News

Shadmoor Advisors, Inc.'s Email Address Formats

Shadmoor Advisors, Inc. uses at least 1 email format:
Shadmoor Advisors, Inc. Email FormatsExamplePercentage
First.Last@shadmoor.comJohn.Doe@shadmoor.com
100%

Frequently Asked Questions

What is Shadmoor Advisors, Inc.'s phone number?

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You can contact Shadmoor Advisors, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Shadmoor Advisors, Inc.'s official website and social media links?

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Shadmoor Advisors, Inc.'s official website is shadmoor.com and has social profiles on LinkedIn.

How much revenue does Shadmoor Advisors, Inc. generate?

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As of August 2026, Shadmoor Advisors, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Shadmoor Advisors, Inc.'s SIC code and NAICS code?

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Shadmoor Advisors, Inc.'s SIC code is 4899 - Communications Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Shadmoor Advisors, Inc. have currently?

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As of August 2026, Shadmoor Advisors, Inc. has approximately 13 employees across 2 continents, including North America and Europe. Key team members include Chief Of Staff: L. K., Founder: M. V. M. and Vice President, Operational Due Diligence: T. G. Explore Shadmoor Advisors, Inc.'s employee directory with LeadIQ.

What industry does Shadmoor Advisors, Inc. belong to?

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Shadmoor Advisors, Inc. operates in the Financial Services industry.

What technology does Shadmoor Advisors, Inc. use?

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Shadmoor Advisors, Inc.'s tech stack includes Squarespace, Weebly, WordPress, Shopify, Squarespace Commerce, Microsoft 365, WP Engine and Vimeo.

What is Shadmoor Advisors, Inc.'s email format?

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Shadmoor Advisors, Inc.'s email format typically follows the pattern of First.Last@shadmoor.com. Find more Shadmoor Advisors, Inc. email formats with LeadIQ.

When was Shadmoor Advisors, Inc. founded?

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Shadmoor Advisors, Inc. was founded in 2014.
Shadmoor Advisors, Inc. logo

Shadmoor Advisors, Inc.

Financial ServicesConnecticut, United States11-50 Employees

Shadmoor Advisors, Inc. is a boutique financial services firm that specializes in operational due diligence for the alternative investments field. It uses a co-sourced model, collaborating closely with client teams to deliver hands-on ODD reviews and tailored consulting, including mock reviews and guidance on policies and documentation.

Headquartered in Southport, Connecticut, with satellite offices in New York City and London, the company serves a global client base of more than sixty institutional allocators, placement agents, and investment managers. The team comprises senior professionals with decades of experience in alternative investments and operational oversight, and the firm emphasizes confidentiality, independence, and alignment with each client's risk management objectives. In October 2023, Shadmoor announced the appointment of Michelle Perry as Director, reflecting ongoing leadership expansion.

Section iconCompany Overview

Phone number
SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Shadmoor Advisors, Inc.'s revenue is estimated to be in the range of $10M - $25M

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