Shelter Growth Capital Partners LLC

CRD#170685
Investment Advisor Firm

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Overview

Shelter Growth Capital Partners LLC is a financial advisor company located in Stamford, Connecticut. The company administers $1.7 billion in total assets over 33 client accounts, making it one of the largest firms in the nation by assets under management (AUM). The company has a small team, including 9 financial advisors. Shelter Growth Capital Partners LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like bonds, equities and options.

Shelter Growth Capital Partners LLC administers all of the company's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without requiring client approval. The firm administers about $51.8 million in assets for every account. An average advisor at Shelter Growth Capital Partners LLC manages around four client accounts, placing it among the most personalized financial advisor firms in the country.

Shelter Growth Capital Partners LLC's headquarters is at 750 Washington Boulevard, Stamford, Connecticut 6901. Shelter Growth Capital Partners LLC is legally permitted to provide services to customers in the state of Connecticut.

Assets Under Management

$1.7 billion

Number of Advisors

9

Disclosures

No

Office Location

750 Washington Boulevard
Stamford, CT 06901

Shelter Growth Capital Partners LLC by the Numbers

Total Assets Under Management

$1.7 billion

National Average: $8.6 billion
Total Number of Employees

33

National Average: 64
Total Number of Accounts

33

National Average: 375,227
Average Account Size

$51.8 million

National Average: $23.0 thousand
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Fee Structure

Financial advisory fees largely vary depending on which service is offered. Fee types billed by the firm can include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Shelter Growth Capital Partners LLC.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm caters to pooled investment vehicles and insurance companies. Out of its 33 accounts, Shelter Growth Capital Partners LLC's largest client type by number of accounts is pooled investment vehicles. About 52% of the firm's customers are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Shelter Growth Capital Partners LLC does not have any disclosures.

Please visit its Form ADV for more details.

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