Investment adviser · CRD 170685
SHELTER GROWTH CAPITAL PARTNERS LLC
Investment adviser filing (IA)
STAMFORD, CT, United States · Form ADV filed Jul 13, 2026
- Regulatory AUM
- $4.66B Form ADV · Item 5.F
- Client accounts
- 40 Accounts, not individual clients
- Employees
- 49 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 34 | $2,201,170,985 | 47.2% |
| Insurance companies | 4 | $1,913,189,314 | 41.0% |
| Other clients | 2 | $548,122,050 | 11.8% |
Filing source
Form ADV 2116808 · Jul 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
13 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SHELTER GROWTH MASTER RESIDENTIAL MORTGAGE CREDIT FUND A LPHedge Fund · Last reported Jul 13, 2026$841MGross asset value
Feeder funds
- SHELTER GROWTH INTERNATIONAL RESIDENTIAL MORTGAGE CREDIT FUND LP
- SHELTER GROWTH RESIDENTIAL MORTGAGE CREDIT FUND LP
- SHELTER GROWTH INTERMEDIATE RESIDENTIAL MORTGAGE CREDIT FUND A2 LLC
- SHELTER GROWTH INTERMEDIATE RESIDENTIAL MORTGAGE CREDIT FUND A3 LLC
- SHELTER GROWTH INTERMEDIATE RESIDENTIAL MORTGAGE CREDIT FUND A LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ERNST & YOUNG LLP
PCAOB 42
BEAUMONT VENTURES
CRD 331524
Fund details & source
- Fund ID
- 805-3395316119
- Reported beneficial owners
- 25
- Minimum commitment
- $1M
- Form D file number
- 021-383091
- Form D file number
- 021-442690
Form ADV 2116808 · Jul 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SHELTER GROWTH MASTER TERM FUND B III LPPrivate Equity Fund · Last reported Jul 13, 2026$569MGross asset value
Feeder funds
- SHELTER GROWTH INTERNATIONAL TERM FUND III LP
- SHELTER GROWTH TERM FUND III LP
- SHELTER GROWTH INTERMEDIATE TERM FUND B III LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-6665024430
- Reported beneficial owners
- 40
- Minimum commitment
- $1M
- Form D file number
- 021-360462
- Form D file number
- 021-360463
Form ADV 2116808 · Jul 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SHELTER GROWTH MASTER COMMERCIAL REAL ESTATE CREDIT FUND B IV LPPrivate Equity Fund · Last reported Jul 13, 2026$400MGross asset value
Feeder funds
- SHELTER GROWTH COMMERCIAL REAL ESTATE CREDIT FUND IV LP
- SHELTER GROWTH INTERNATIONAL COMMERCIAL REAL ESTATE CREDIT FUND IV LP
- SHELTER GROWTH INTERMEDIATE COMMERCIAL REAL ESTATE CREDIT FUND B IV LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-7713224418
- Reported beneficial owners
- 9
- Minimum commitment
- $1M
- Form D file number
- 021-427559
- Form D file number
- 021-427560
Form ADV 2116808 · Jul 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SHELTER GROWTH MASTER TERM FUND B II LPPrivate Equity Fund · Last reported Jul 13, 2026$107MGross asset value
Feeder funds
- SHELTER GROWTH INTERNATIONAL TERM FUND II LP
- SHELTER GROWTH TERM FUND II LP
- SHELTER GROWTH INTERMEDIATE TERM FUND B II LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-5878052320
- Reported beneficial owners
- 37
- Minimum commitment
- $1M
- Form D file number
- 021-335268
- Form D file number
- 021-335269
Form ADV 2116808 · Jul 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SHELTER GROWTH MASTER RESIDENTIAL MORTGAGE CREDIT FUND B LPHedge Fund · Last reported Jul 13, 2026$77.4MGross asset value
Feeder funds
- SHELTER GROWTH INTERNATIONAL RESIDENTIAL MORTGAGE CREDIT FUND LP
- SHELTER GROWTH RESIDENTIAL MORTGAGE CREDIT FUND LP
- SHELTER GROWTH INTERMEDIATE RESIDENTIAL MORTGAGE CREDIT FUND B LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ERNST & YOUNG LLP
PCAOB 1655
BEAUMONT VENTURES
CRD 331524
Fund details & source
- Fund ID
- 805-7819687740
- Reported beneficial owners
- 25
- Minimum commitment
- $1M
- Form D file number
- 021-383091
- Form D file number
- 021-442690
Form ADV 2116808 · Jul 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SHELTER GROWTH MASTER COMMERCIAL REAL ESTATE CREDIT FUND A IV LPPrivate Equity Fund · Last reported Jul 13, 2026$76.9MGross asset value
Feeder funds
- SHELTER GROWTH COMMERCIAL REAL ESTATE CREDIT FUND IV LP
- SHELTER GROWTH INTERNATIONAL COMMERCIAL REAL ESTATE CREDIT FUND IV LP
- SHELTER GROWTH INTERMEDIATE COMMERCIAL REAL ESTATE CREDIT FUND A2 IV LLC
- SHELTER GROWTH INTERMEDIATE COMMERCIAL REAL ESTATE CREDIT FUND A IV LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-2452471143
- Reported beneficial owners
- 9
- Minimum commitment
- $1M
- Form D file number
- 021-427559
- Form D file number
- 021-427560
Form ADV 2116808 · Jul 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SHELTER GROWTH MASTER TERM FUND B LPPrivate Equity Fund · Last reported Jul 13, 2026$65.7MGross asset value
Feeder funds
- SHELTER GROWTH INTERNATIONAL TERM FUND I LP
- SHELTER GROWTH TERM FUND I LP
- SHELTER GROWTH INTERMEDIATE TERM FUND B LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-5411354245
- Reported beneficial owners
- 30
- Minimum commitment
- $1M
- Form D file number
- 021-296711
- Form D file number
- 021-296712
Form ADV 2116808 · Jul 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 13, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
750 WASHINGTON BOULEVARD, SUITE 1050STAMFORD, CT, 06901, United States
CRD 170685
Filing source
Form ADV 2116808 · Jul 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.