|
⚲
|
| Keyboard |
| CCM Partners LP
✚
|
|
|---|---|
| CRD # | 104720 |
| SEC # | 801-25205 |
| CIK # | 0001002784 |
| AUM | 6,522.2 M (2026-05-20) |
| Employees | 48 (48% Investors, 44% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-955-9988 |
| Address | 1401 Lawrence Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Nvidia Corp | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Netflix Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,151 | 0.5 |
| (b) Individuals (high net worth individuals) | 281 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 20 | 4.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.5 |
| (h) Charitable organizations | 10 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,500 | 6.5 |
| By Discretionary | ||
| Discretionary | 1,499 | 6.2 |
| Non-Discretionary | 1 | 0.3 |
| Total | 1,500 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 1,500 | 6.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001002784] | |
| SC 13G | [0001002784] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Shelton Capital Management | Amerityre Corp | [2022-02-11] |
| Shelton Capital Management | Amerityre Corp | [2020-06-10] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 254900WSISW90KIISU10 |
| Related Firms | State | AUM |
|---|---|---|
|
CCM Partners LP
✚
|
CO | 6,522.2 M |
|
Etspreads LLC
✚
|
CO |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dakota Wealth LLC
✚
|
FL | 6,942.0 M |
|
Conestoga Capital Advisors LLC
✚
|
PA | 6,935.0 M |
|
GMT Capital Corp
✚
|
GA | 6,897.1 M |
|
LMCG Investments LLC
✚
|
MA | 6,834.3 M |
|
Ladenburg Thalmann Asset Management Inc
✚
|
NY | 6,675.8 M |
|
Aspen Grove Capital LLC
✚
|
CO | 6,669.9 M |
|
Arnhold LLC
✚
|
NY | 6,442.6 M |
|
Grimes & Company Wealth Management LLC
✚
|
MA | 6,298.8 M |
|
Energy Income Partners LLC
✚
|
CT | 6,061.5 M |
|
KCM Investment Advisors LLC
✚
|
CA | 6,018.3 M |