750 Washington Boulevard
Suite 1050
Stamford, Connecticut 06901
Tel: 203-355-6100
SHELTER GROWTH CAPITAL PARTNERS LLC, formally registered with the SEC as SHELTER GROWTH CAPITAL PARTNERS LLC. The firm was established in 12/11/2014. They have over 1 offices throughout the country.
SHELTER GROWTH CAPITAL PARTNERS LLC is a Stamford, Connecticut based Financial Planning firm with nearly $2,818,259,607 assets under management, offering retirement planning & investment advisory services to 35 clients. The firm is staffed with 33 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170685 |
| SEC# | 801-80686 |
| Assets Managed by Firm | $2,818,259,607 |
| No. of Clients | 35 |
| No. of Advisors | 33 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 35 | $2,818,259,607 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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