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| Happy Holidays!! thanks for using AUM13F!! |
| Shelter Growth Capital Partners LLC
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| CRD # | 170685 |
| SEC # | 801-80686 |
| CIK # | |
| AUM | $2.9 B (2025-05-09) |
| Employees | 43 (23% Investors, 0% Brokers) |
| Phone | 203-355-6100 |
| Address | 750 Washington Boulevard Stamford, CT 06901 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Shelter Growth Master AAA CMBS Tactical Opportunity Fund LP | [2024-03-27] | 31.4 | 102.5 |
| PE | Shelter Growth Master Commercial Real Estate Credit Fund A IV LP | [2022-03-22] | 87.0 | 49.5 |
| PE | Shelter Growth Master Commercial Real Estate Credit Fund B IV LP | [2022-03-22] | 87.0 | 478.6 |
| HF | Shelter Growth Master Residential Mortgage Credit Fund A LP | [2021-03-15] | 87.0 | 822.5 |
| HF | Shelter Growth Master Residential Mortgage Credit Fund B LP | [2021-03-15] | 87.0 | 85.5 |
| PE | Shelter Growth Master Term Fund A III LP | 2020-03-23 | 0.0 | |
| PE | Shelter Growth Master Term Fund B III LP | [2020-03-23] | 141.8 | 550.2 |
| PE | Shelter Growth Master Term Fund A II LP | 2019-03-29 | 0.0 | |
| PE | Shelter Growth Master Term Fund B II LP | [2019-03-29] | 81.4 | 156.0 |
| HF | Shelter Growth Master Tactical Fund I LP | [2018-08-28] | 92.7 | 80.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 35 | 2.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 37 | 2.9 |
| By Discretionary | ||
| Discretionary | 37 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 37 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 1.4 | |
| Total | 37 | 2.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Keith Johnson | 46 | |||
| Shelter Growth Capital Partners LLC | 14 | |||
| Daniel Sparks | 9 | |||
| Justin Mahoney | 9 | |||
| Kevin Gasvoda | 8 | |||
| Shelter Growth Opportunities Fund GP LLC | 7 | |||
| Dan Sparks | 4 | |||
| Shelter Growth CRE GP LLC | 3 | |||
| Shelter Growth Residential Mortgage Credit Fund GP LLC | 2 | |||
| Kevin Gasdova | 1 | |||
| View All | ||||
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