SHELTER GROWTH CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2014

Total AUM

$4.7B

Discretionary

$4.7B

100% of AUM

Avg account

$117M

Accounts

Employees

Advisory reps

Firm details

Headquarters: STAMFORD, Connecticut
CRD number: 170685
Registered since: December 11, 2014
Website: sheltergrowth.com
Custodians: WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC, U.S. BANK, N.A.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles47.21%
Insurance Companies41.03%
Other11.76%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Shelter Growth Capital Partners LLC is a limited liability company that operates as a multifaceted fund manager, running private funds across private equity and hedge fund strategies. SEC-registered in 2014, the firm serves institutional clients and performs portfolio management for pooled investment vehicles as well as for businesses and institutions. Shelter Growth also functions in commodity pool operator/commodity trading advisor (CPO/CTA) capacities and participates as sponsor, general partner and managing member of pooled vehicles it oversees. Its compensation model combines a percentage-of-assets fee with performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.