Form D · Other Investment Fund
SHELTER GROWTH AAA CMBS INCOME FUND LP
Stamford, CT · CIK 0001997630
Offering snapshot reported Oct 28, 2025 · SEC filing
- Reported sold
- $32.4M Indefinite offering
- Investors reported
- 11 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Sep 15, 2023 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$31,406,636 → $32,400,000
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 28, 2025 | Amendment | $32,400,000 | $993,364vs Oct 28, 2024 | 11 | SEC filing |
| Oct 28, 2024 | Amendment | $31,406,636 | $13,263,491vs Oct 27, 2023 | 11 | SEC filing |
| Oct 27, 2023 | Initial | $18,143,145 | No comparison | 6 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-495774
Source: Form D, filed Oct 28, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
SHELTER GROWTH AAA CMBS INCOME FUND LP
Investment adviser: SHELTER GROWTH CAPITAL PARTNERS LLC
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Jul 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 2116808 · Jul 13, 2026 · Schedule D 7.B.(1), fund 805-8374872079
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Kevin Gasdova | Executive |
| Justin Mahoney | Executive |
| Shelter Growth Capital Partners Llc | Director, Promoter |
| Shelter Growth Cre Gp Llc | Executive, Promoter |
| Daniel Sparks | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Stamford, CT, 06901