Shadmoor Advisors, Inc.

We are pleased to officially announce the addition of Danielle Oteri to the Shadmoor Advisors, Inc. team. Danielle recently graduated from Fairfield University and will be working in Shadmoor's NYC office. Welcome Danielle!

Shadmoor would like to congratulate Dave Umbricht on his promotion to Chief Operating Officer. Dave has been with Shadmoor for over five years and has been a major contributor to our firm's success. Shadmoor would also like to congratulate Liz Koors on her joining Shadmoor on a full-time basis as Shadmoor's Chief of Staff, after working over a year on the Shadmoor team on a part-time basis.

We’re excited to see our clients and industry friends in Miami in a few weeks. Looking forward to Uncorrelated Miami!

Are you curious about the top O.D.D. trends going into 2025? Shadmoor put together a 1-minute digital short listing them out.

Last weekend, Shadmoor celebrated its 4th Annual Employee Offsite in beautiful Newport, Rhode Island. We now have 11 full-time employees and celebrated 10 years of operating history this past spring. A special thanks to Allison Umbricht for her excellent corporate event planning skills. And a thank you to Castle Hill Inn - Relais & Chateaux for hosting our team for the second year in a row. Positively one of the most beautiful resort properties in New England. Wishing everyone a very successful fourth quarter and a great end to 2024.

Earlier this year, Shadmoor proudly registered the trademark “SHADMOOR CO-SOURCED DUE DILIGENCE” with the U.S. Patent and Trademark Office. Why did we do this? Because this phrase is the best way to describe our unique method of providing Operational Due Diligence (O.D.D.) solutions to the alternative investment community. At Shadmoor, co-sourcing isn’t just a buzzword—it’s a strategic approach that integrates our O.D.D. expertise directly into our clients’ teams. Our senior staff members serve as subject matter experts to a select group of clients, acting as an extension of their internal teams. Unlike traditional outsourcing or distant offshoring, co-sourcing means that we work with investors in a much closer proximity. While other O.D.D. providers focus on scale, our team is dedicated to contextualizing operational risks and collaborating with clients to remediate them. We prioritize building connections with our clients, aligning with their internal processes and delivering tailored advice to enhance their due diligence efforts. For over a decade, this commitment has defined us. From our very first client to today, co-sourced O.D.D. remains at the core of what makes Shadmoor unique among O.D.D. solution providers.  

Over the last month, Shadmoor Advisors, Inc. has welcomed three new full-time associates to our team. Welcome Ron, Peyton and Michael!

Last week Shadmoor Advisors, Inc. celebrated its 10-year anniversary with clients and supporters in NYC. Grateful to everyone who has supported us during this journey. Hoping you get to connect with the talented group of people below at some point.

Thank you Thomas John! Last night we had a chance to celebrate Shadmoor Advisors, Inc.'s 10-year anniversary in NYC. Thank you to all our supporters. It was so nice to spend time with everyone who attended. We are humbled and so grateful to the Shadmoor community.