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SHELTER GROWTH CAPITAL PARTNERS LLC

750 Washington Boulevard
Suite 1050
Stamford, Connecticut 06901
Tel: 203-355-6100

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About SHELTER GROWTH CAPITAL PARTNERS LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#170685
SEC#801-80686
Assets Managed by Firm$2,818,259,607
No. of Clients35
No. of Advisors33

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total35$2,818,259,607

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