Shelter Haven Capital Management LP

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Assets, Funds, Holdings

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Shelter Haven Capital Management LP
CRD #289220
SEC #801-112645
CIK #
AUM
Employees 7 (71% Investors, 0% Brokers)
Phone908-795-1048
Address47 Maple Street
Summit, NJ 07901
Source [IAPD]
Total AUM ($M)
70056042028014002010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Shelter Haven Opportunity Master Fund LP [2018-02-15] 34.1 112.7
AUM Breakdown Accounts AUM ($M)
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 8 621.6
(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 0 0.0
(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 8 621.6
By Discretionary
Discretionary 8 621.6
Non-Discretionary 0 0.0
Total 8 621.6
By Non-United States Persons
Non-United States Persons 199.1
United States Persons 422.5
Total 8 621.6
Form D Directors # Filings # Firms 2011 - 2025
Julie Hughes 40
Scott Drakers 3
Jerry Kochanski 3
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