Shelter Growth Capital Partners LLC

Registered investment adviser · Stamford, CT · CRD #170685

Form ADV data as of 2026-09-01

Regulatory assets

$4.66 billion

Total accounts

Employees

Disclosure events

Firm details

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$4.66 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$4.66 billion
Discretionary accounts	40
Non-discretionary accounts	0
Total accounts	40
Regulatory assets under management attributable to non-U.S. persons	$2.33 billion

Total employees (excluding clerical)	49
Employees performing investment advisory functions (including research)	10
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$2.75 billion
Clients for whom the firm has custody	36
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$2.75 billion
Clients for whom a related person has custody	36
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	4

A percentage of assets under managementPerformance-based fees

Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients

Commodity pool operator or commodity trading advisor

Commodity pool operator or commodity trading advisorSponsor, general partner, or managing member of pooled investment vehicles

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Compensates a non-employee for client referrals

Type of client	Clients	Assets
Pooled investment vehicles (other than investment companies and BDCs)	34	$2.20 billion
Insurance companies	4	$1.91 billion
Other	2	$548.1 million