# Simon O'Shea

Simon O'Shea of Charleston, SC appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form D (2), Form ADV (1).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [BALLAST ROCK PRIVATE WEALTH LLC](https://search.stillhousedata.com/firm/322064) | CHIEF INVESTMENT OFFICER | CHARLESTON, SC |
| 2022-04-05 | Form D | [Ballast Rock AVC Fund LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1921576&type=&dateb=&owner=include&count=40) | Executive Officer | ATLANTA, GA |
| 2026-06-17 | Form D | [Ballast Rock Real Estate Private Credit Fund LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2075199&type=&dateb=&owner=include&count=40) | Related Person | CHARLESTON, SC |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.