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SHELTON CAPITAL MANAGEMENT
CCM PARTNERS, LP
CRD 104720 · SEC 801-25205
1401 LAWRENCE STREET, SUITE 1550, DENVER, CO, 80202, United States
Phone
800-955-9988
Fax
303-534-5627
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.52B
Discretionary AUM
$6.19B
Team
48 total employees; 23 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Partnership
Filing date
2026-05-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1151 | $509.0M |
| High net worth individuals | 281 | $799.7M |
| Investment companies | 20 | $4.70B |
| Pension/profit sharing plans | 10 | $460.8M |
| Charitable organizations | 10 | $17.8M |
| State/municipal entities | 1 | $520K |
| Corporations/business entities | 27 | $34.7M |
States served
AZ, CA, CO, GA, ID, IL, LA, MD, NJ, NY, OH, PA, TN, UT, VA, WI, WA, TX, CT, FL
All web addresses on file
- https://sheltoncap.wistia.com/
- https://www.facebook.com/SheltonCapitalManagement/about_profile_transparency
- https://open.spotify.com/show/1aN4dBNJvos16Z7BQc8i5K
- HTTPS://WWW.LINKEDIN.COM/COMPANY/2423155/
- https://podcasts.apple.com/us/podcast/stringer-asset-management-real-investment-insights/id1707899064
- HTTPS://SHELTON401K.COM
- https://www.facebook.com/NASDX100/
- https://business.facebook.com/latest/settings/instagram_account?business_id=414440354400657&selected_asset_id=419052397952270&se
- HTTP://WWW.SHELTONCAP.COM
- https://www.instagram.com/sheltoncapital/
- HTTP://SHELTONFUNDS.COM
- https://www.youtube.com/account_advanced
- https://www.reddit.com/user/SheltonCapital/
Official SEC filing: View on IAPD