Data / Investment advisers / Colorado / Shelton Capital Management
Shelton Capital Management, Denver, CO: $6.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Shelton Capital Management is an SEC registered investment adviser with its main office in Denver, Colorado and reports $6.5 billion in regulatory assets under management in its Form ADV filed August 3, 2026. Its clients include investment companies, high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Shelton Capital Management (CRD number 104720): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 104720
- SEC file number
- 801-25205
- SEC status
- Approved, effective September 12, 1985
- Legal name
- CCM Partners, LP
- Main office
- 1401 Lawrence Street Suite 1550, Denver, CO 80202
- Phone
- (800) 955-9988
- Regulatory AUM
- $6,522,231,948 in the Form ADV filed August 3, 2026
- Discretionary AUM
- $6,185,630,668
- Non discretionary AUM
- $336,601,280
- Accounts
- 1,500
- Employees
- 48, of which 23 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 20 | $4.70 billion |
| High net worth individuals | 281 | $799.7 million |
| Individuals (other than high net worth individuals) | 1,151 | $509 million |
| Pension and profit sharing plans | 10 | $460.8 million |
| Corporations or other businesses | 27 | $34.7 million |
| Charitable organizations | 10 | $17.8 million |
| State or municipal government entities | 1 | $520,116 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.52 billion | March 31, 2026 |
| January 2, 2026 | $5.51 billion | December 17, 2025 |
| December 1, 2025 | $5.16 billion | November 3, 2025 |
Other advisers in Denver
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Arrowmark Colorado Holdings, LLC | Denver | $21.02 billion | 38 | adviserinfo.sec.gov |
| Smith Capital Investors, LLC | Denver | $13.11 billion | Not listed | adviserinfo.sec.gov |
| Northwood Investors LLC | Denver | $8.97 billion | 33 | adviserinfo.sec.gov |
| Elevation Point Wealth Partners, LLC | Denver | $8.29 billion | Not listed | adviserinfo.sec.gov |
| Revelstoke Capital Partners | Denver | $6.70 billion | 27 | adviserinfo.sec.gov |
| 1888 Investments, LLC | Denver | $5.91 billion | 5 | adviserinfo.sec.gov |
| Bear Creek Asset Management, LLC | Denver | $5.19 billion | 40 | adviserinfo.sec.gov |
| JFG Family Office | Denver | $4.53 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Denver, CO
- Investment advisers in Colorado
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Shelton Capital Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.