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SHELTER GROWTH CAPITAL PARTNERS LLC

STAMFORD, CT · CRD 170685 · IAPD ↗ · 203-355-6100

$4.66BRegulatory AUM
10Advisory reps
49Employees
0Clients
0Planning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — SHELTER GROWTH CAPITAL PARTNERS LLC reported RAUM up 63% ($2.86B -> $4.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — SHELTER GROWTH CAPITAL PARTNERS LLC reported RAUM up 65% ($1.71B -> $2.82B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.