# Shelter Growth Capital Partners LLC

> Shelter Growth Capital Partners LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 170685
- Filed as: SHELTER GROWTH CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170685
- AdvisorCensus page: https://advisorcensus.com/firm/shelter-growth-capital-partners-llc-stamford-ct-170685

## Quick answers

**How is Shelter Growth Capital Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Shelter Growth Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Shelter Growth Capital Partners LLC located?**
Shelter Growth Capital Partners LLC's principal office is in Stamford, CT, according to its Form ADV.

**Is Shelter Growth Capital Partners LLC registered with the SEC or a state?**
Shelter Growth Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170685.

**How much does Shelter Growth Capital Partners LLC manage?**
Shelter Growth Capital Partners LLC reports $4,662,482,349 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).

**How have Shelter Growth Capital Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Shelter Growth Capital Partners LLC: Regulatory assets under management: $751,099,020 in the October 2021 data and $4,662,482,349 in the October 2026 data, up 521%. Total employees: 30 in October 2021 and 49 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shelter Growth Capital Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (34); insurance companies (4); other (2).

**Which custodians does Shelter Growth Capital Partners LLC use?**
Shelter Growth Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists U.S. Bank and Wilmington Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Shelter Growth Capital Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170685

**What changed in Shelter Growth Capital Partners LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- U.S. Bank
- Wilmington Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,662,482,349
- Discretionary: $4,662,482,349
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 34 | $2,201,170,985 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 4 | $1,913,189,314 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 2 | $548,122,050 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2014 (11 years)
- Employees: 49 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sheltergrowth.com
- LinkedIn @10149607

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $751,099,020 | 30 | March 15, 2021 |
| October 2022 | $1,349,116,468 | 35 | March 22, 2022 |
| October 2023 | $1,708,619,835 | 33 | May 1, 2023 |
| October 2024 | $2,818,259,607 | 33 | March 27, 2024 |
| October 2025 | $2,857,468,130 | 43 | May 9, 2025 |
| October 2026 | $4,662,482,349 | 49 | July 13, 2026 |

Regulatory assets under management: $751,099,020 in the October 2021 data and $4,662,482,349 in the October 2026 data, up 521%.
Total employees: 30 in October 2021 and 49 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $2,857,468,130 to $4,662,482,349 (+63%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shelter Growth Capital Partners LLC (CRD 170685): Form ADV filing data as of October 2026.