SHREWSBURY RIVER CAPITAL LP
Adviser information for SHREWSBURY RIVER CAPITAL LP last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $958.1M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $958.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $958.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 75 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-113688 |
|---|---|
| SEC ERA File Number | 801-113688 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289785 |
| Legal Entity Identifier | 549300TUPOY8B548PP95 |
Principal Office
322 ROUTE 35 SOUTHRED BANK
NJ
United States
Monday - Friday, 9:00-5:00
Tel: 732-945-4314, Fax: None
Chief Compliance Officer
ROBERT NISI
GENERAL COUNSEL, CCO
322 ROUTE 35 SOUTH
RED BANK
NJ
United States
Tel:
732-945-4321
R****@*************************M
(Full email address available in API data)
Industry Affiliates
| SHREWSBURY RIVER CAPITAL FUND GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SHREWSBURY RIVER CAPITAL CMBS EVENT-DRIVEN FUND LP | Hedge Fund | $184.8M | $2.0M | 18 |
| SHREWSBURY RIVER CAPITAL CMBS EVENT-DRIVEN FUND LTD. | Hedge Fund | $702.1M | $2.0M | 33 |
| SHREWSBURY RIVER CAPITAL CMBS EVENT-DRIVEN MASTER FUND LP | Hedge Fund | $887.0M | $2.0M | 51 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KELNER, JAMIE, SCOTT | Individual | – | CHIEF INVESTMENT OFFICER | 06/2017 | > 75% |
| HEDA, ANUP | Individual | – | ANALYST | 06/2017 | 5-10% |
| SHREWSBURY RIVER CAPITAL GP LLC | Domestic Entity | – | GENERAL PARTNER | 02/2017 | < 5% |
| KELNER, JAMIE, SCOTT | Individual | SHREWSBURY RIVER CAPITAL GP LLC | MANAGING MEMBER | 02/2017 | > 75% |
| NISI, ROBERT, ANTHONY | Individual | – | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 02/2020 | < 5% |
| DALLAS, BRIAN, ROBERT | Individual | – | CHIEF FINANCIAL OFFICER | 02/2020 | < 5% |