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| Shelter Growth Capital Partners LLC
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|---|---|
| CRD # | 170685 |
| SEC # | 801-80686 |
| CIK # | |
| AUM | 4,662.5 M (2026-03-31) |
| Employees | 49 (20% 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 | AUM |
|---|---|---|---|---|
| PE | Shelter Growth Master AAA CMBS Income Fund LP | [2024-03-27] | 32.4 M | 64.3 M |
| Filed 2025-10-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Shelter Growth Master Commercial Real Estate Credit Fund A IV LP | [2022-03-22] | 11.5 M | 76.9 M |
| Filed 2022-01-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Shelter Growth Master Commercial Real Estate Credit Fund B IV LP | [2022-03-22] | 11.5 M | 400.3 M |
| Filed 2022-01-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Shelter Growth Master Residential Mortgage Credit Fund A LP | [2021-03-15] | 95.5 M | 840.7 M |
| Filed 2025-12-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Shelter Growth Master Residential Mortgage Credit Fund B LP | [2021-03-15] | 95.5 M | 77.4 M |
| Filed 2025-12-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Shelter Growth Master Term Fund A III LP | 2020-03-23 | ||
| PE | Shelter Growth Master Term Fund B III LP | [2020-03-23] | 141.8 M | 568.9 M |
| Filed 2020-02-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Shelter Growth Master Term Fund A II LP | 2019-03-29 | ||
| PE | Shelter Growth Master Term Fund B II LP | [2019-03-29] | 81.4 M | 107.0 M |
| Filed 2021-03-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | Shelter Growth Master Tactical Fund I LP | [2018-08-28] | 92.7 M | 80.4 M |
| Filed 2019-11-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Shelter Growth Master Term Fund A LP | [2018-01-31] | 92.6 M | |
| Filed 2021-11-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Shelter Growth Master Term Fund B LP | [2018-01-31] | 92.6 M | 65.7 M |
| Filed 2021-11-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | Shelter Growth Opportunities Master Fund LP | [2015-02-12] | 671.5 M | 3,155.4 M |
| Filed 2019-11-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 34 | 2.2 |
| (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 | 4 | 1.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 0.5 |
| Total | 40 | 4.7 |
| By Discretionary | ||
| Discretionary | 40 | 4.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 40 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 2.3 | |
| Total | 40 | 4.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Keith Johnson | Director | 50 | 3 | |
| Shelter Growth Capital Partners LLC | Director, Promoter | 14 | 2 | |
| Daniel Sparks | Executive Officer | 9 | 2 | |
| Justin Mahoney | Director, Executive Officer | 9 | 2 | |
| Kevin Gasvoda | Executive Officer | 8 | 2 | |
| Shelter Growth Opportunities Fund GP LLC | Executive Officer | 7 | 2 | |
| Dan Sparks | Director | 4 | 2 | |
| Shelter Growth Cre GP LLC | Executive Officer | 3 | 2 | |
| Shelter Growth Residential Mortgage Credit Fund GP LLC | Executive Officer | 2 | 2 | |
| Kevin Gasdova | Executive Officer | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 549300644OBRFUPV7098 |
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