Shelter Growth Capital Partners LLC

Fee-Only (% of Portfolio)

Shelter Growth Capital Partners is a registered investment advisor that manages investments for pooled investment funds and separately managed accounts. The firm focuses on generating risk-adjusted returns through fundamental analysis and relative value investing, primarily in structured credit, fixed income, loans, derivatives, equities, and mortgage-related assets. Shelter Growth Capital Partners serves various types of clients, including hedge funds, private equity funds, foundations, financial institutions, pension plans, insurance companies, and high-net-worth individuals and their family offices. The firm maintains discretionary authority over all client accounts.

Assets Under Management$4.7B
Clients40
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Shelter Growth Capital Partners LLC - Fees, AUM & Advisors | TrueAdvisor