SHELTER GROWTH CAPITAL PARTNERS LLC
Latest filing: Mar 25, 2025 (87 days ago)
AUM
$2,857,468,130
1% change vs. 1 year ago
112% change vs. 3 years ago
-29% change vs. 5 years ago
1804% change vs. 10 years ago
Employee Count
43
30% change vs. 1 year ago
23% change vs. 3 years ago
-10% change vs. 5 years ago
139% change vs. 10 years ago
Main Office
STAMFORD, CT
750 WASHINGTON BOULEVARD, STAMFORD, CT, UNITED STATES, 06901
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.9 |
| Non-Discretionary | $0.0 |
| Total | $2.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.3 |
| Institutional | $0.5 |
| Total | $2.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| WILMINGTON TRUST COMPANY | WILMINGTON-DE-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 100% | $0.5 |
| Total | 100% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SHELTER GROWTH RESIDENTIAL MORTGAGE CREDIT FUND GP LLC | $0.0 | - | |
| SHELTER GROWTH CRE GP LLC | $0.0 | - | |
| SHELTER GROWTH OPPORTUNITIES FUND GP LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
9 active
| Name | Title |
|---|---|
| GASVODA, KEVIN, SCOTT | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND DIRECTOR, LIMITED PARTNER |
| MAHONEY, JUSTIN, TODD | SENIOR PORTFOLIO MANAGER AND DIRECTOR |
| SPARKS, DANIEL, LAWRENCE | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND DIRECTOR, LIMITED PARTNER |
| STRAUSS, JAY, FREDERICK | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL |
| CASCIATO, CHRIS, CESARE | DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $2.9 | $0.0 | 0% | 43 | 0 | 0% |
| 2025-04-21 | $2.9 | $0.0 | 0% | 43 | 0 | 0% |
| 2024-04-02 | $2.8 | $0.0 | 1% | 33 | 10 | 30% |
| 2023-04-04 | $1.7 | $1.1 | 67% | 33 | 10 | 30% |
| 2022-04-01 | $1.3 | $1.5 | 112% | 35 | 8 | 23% |
| 2021-04-05 | $0.8 | $2.1 | 280% | 30 | 13 | 43% |
| 2020-04-01 | $4.0 | -$1.2 | -29% | 48 | -5 | -10% |
| 2019-04-01 | $4.2 | -$1.3 | -32% | 40 | 3 | 8% |
| 2018-04-02 | $2.8 | $0.1 | 4% | 36 | 7 | 19% |
| 2017-04-01 | $1.9 | $0.9 | 48% | 32 | 11 | 34% |
| 2016-04-01 | $0.5 | $2.4 | 521% | 27 | 16 | 59% |
| 2015-04-01 | $0.2 | $2.7 | 1804% | 18 | 25 | 139% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CT, CT-12/11/2014 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV