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 an SEC-registered asset manager that operates as a limited liability company and has been registered since 2014. The firm functions as a multifaceted fund manager with primary classifications in private equity and hedge fund management, and it also acts as a commodity pool operator/commodity trading advisor (CPO/CTA). Its client base is institutional, and its advisory work focuses on portfolio management for pooled investment vehicles and for businesses or institutions. Shelter Growth charges both a percentage-of-AUM fee and performance-based fees, and it does not position itself as a capital allocator or an active ESG investor.