Shadmoor Advisors opens Southwest Florida office with new director hire

Shadmoor Advisors is expanding into Southwest Florida and has hired industry veteran Mitchell Clayton as director, adding senior operational due diligence expertise as the firm grows its geographic footprint. The move strengthens the boutique consultant’s presence in a region that is becoming more important to allocators and investment managers.

Why it matters: - Shadmoor Advisors is widening its reach in a region that is drawing more allocators and investment management firms. - The hire adds experienced operational due diligence talent as the firm grows its team and client base. - Southwest Florida is now part of Shadmoor’s broader footprint across the U.S. and abroad.

What happened: - Shadmoor Advisors announced its expansion into Southwest Florida on September 16, 2026. - The firm appointed Mitchell Clayton, known as Mitch Clayton, as director. - Clayton joined Shadmoor Advisors in September 2026. - Clayton will help advance the firm’s geographic expansion and team growth.

The details: - Clayton brings more than two decades of investment industry experience. - She previously served as a director at The Rohatyn Group, where she joined in 2019. - Her earlier senior operational due diligence roles included Lazard Asset Management, Duff & Phelps, now Kroll, and UBP Asset Management. - Clayton also worked as an equity research analyst at Suffolk Capital Management. - She is a CFA and CAIA charterholder. - Clayton earned a B.A. in Economics, magna cum laude, from the University of Pennsylvania. - Michael Merrigan founded Shadmoor Advisors in 2014. - Shadmoor now has 15 professionals. - The firm is headquartered in Southport, Connecticut. - Shadmoor personnel are located in New York City, London, Boston and the Naples area of Southwest Florida as of November 2026. - Shadmoor serves about 70 institutional clients worldwide. - Its client base includes advisory firms, endowments and foundations, family offices, funds of funds, insurance companies, multi-manager hedge funds, pensions, placement agents, sovereign wealth funds, trust companies, and wealth management platforms and private banks.

Between the lines: - The Southwest Florida move signals a deeper push toward clients and talent in a growing investment hub. - Clayton’s background in operational due diligence fits Shadmoor’s co-sourced consulting model across alternative investment strategies. - The firm is positioning itself as a boutique specialist with a wider national and international presence.

What's next: - Shadmoor is likely to keep building its Southwest Florida presence as it adds personnel in the Naples area. - Clayton is expected to support client coverage and firm development in the region. - Shadmoor is directing investors and other stakeholders to its website, LinkedIn page and YouTube channel for updates and thought leadership. - Media inquiries can be directed to Holly Singer at HS Marketing or Michael Merrigan at Shadmoor Advisors.