Investment adviser · CRD 104720

SHELTON CAPITAL MANAGEMENT

Investment adviser filing (IA)

CCM PARTNERS, LP

DENVER, CO, United States · Form ADV filed Aug 3, 2026

Regulatory AUM: $6.52B
Client accounts: 1,500
Employees: 48
Advisory professionals: 23

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	20	$4,699,853,983	72.1%
High-net-worth individuals	281	$799,653,133	12.3%
Individuals	1,151	$508,966,388	7.8%
Retirement plans	10	$460,760,533	7.1%
Corporations & businesses	27	$34,663,949	0.5%
Charities	10	$17,813,846	0.3%
Government entities	Fewer than 5	$520,116	0.0%

Filing source

Form ADV 2123734 · Aug 3, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CEDAR RIDGE INVESTORS FUND I, LPHedge Fund · Last reported Jul 7, 2020$27.6MGross asset value

Fund administrator UMB FUND SERVICES OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MARCUM, LLP BOSTON, Connecticut, United States

Custodian J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

MARCUM, LLP
PCAOB 688

J.P. MORGAN CLEARING CORP.
SEC 8-43724

J.P. MORGAN CLEARING CORP.
CRD 28432 · SEC 8-43724

Fund details & source

Fund ID: 805-1706560959
Reported beneficial owners: 25
Minimum commitment: $500K
Form D file number: 021-69014

Form ADV 1426777 · Jul 7, 2020 · 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: Aug 3, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management

Compensation

Percentage of assets · Fixed

Principal office

1401 LAWRENCE STREET, SUITE 1550
DENVER, CO, 80202, United States

CRD 104720

Filing source

Form ADV 2123734 · Aug 3, 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.