SHELTER CAPITAL MANAGEMENT, LP
Adviser information for SHELTER CAPITAL MANAGEMENT, LP last updated from Form ADV on February 13th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
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 | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-77274 |
|---|---|
| SEC ERA File Number | 802-77274 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 165501 |
| Legal Entity Identifier | None |
Principal Office
10880 WILSHIRE BOULEVARDSUITE 2240
LOS ANGELES
CA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 310-234-2300, Fax: 310-234-2329
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SHELTER VENTURE (PARALLEL) FUND, LP | Venture Capital Fund | $0.0M | $0.1M | 5 |
| SHELTER VENTURE FUND, LP | Venture Capital Fund | $1.0M | $1.0M | 81 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BILGER, ARTHUR, HOWARD | Individual | – | SHELTER CAPITAL MANAGEMENT, LP -- CHIEF EXECUTIVE OFFICER, LIMITED PARTNER | 12/2000 | 50-75% |
| NOUR-OMID, BAHRAM | Individual | – | SHELTER CAPITAL MANAGEMENT, LP -- LIMITED PARTNER | 12/2000 | 25-50% |
| ROTGIN, MICHAEL, ALAN | Individual | – | SHELTER CAPITAL MANAGEMENT, LP -- CHIEF OPERATING OFFICER, LIMITED PARTNER | 04/2004 | < 5% |
| SHELTER CAPITAL GP, LLC | Domestic Entity | – | GENERAL PARTNER -- SHELTER CAPITAL MANAGEMENT, LP | 04/2000 | < 5% |
| JEDD CAPITAL, INC. | Domestic Entity | SHELTER CAPITAL GP, LLC | SOLE MEMBER | 04/2000 | > 75% |
| BILGER, ARTHUR, HOWARD | Individual | JEDD CAPITAL, INC. | SOLE SHAREHOLDER | 09/1994 | > 75% |
| BILGER, ARTHUR, HOWARD | Individual | – | SHELTER CAPITAL PARTNERS, LLC -- MEMBER | 12/2000 | 25-50% |
| NOUR-OMID, BAHRAM | Individual | – | SHELTER CAPITAL PARTNERS, LLC -- MEMBER | 12/2000 | 10-25% |
| ROTGIN, MICHAEL, ALAN | Individual | – | SHELTER CAPITAL PARTNERS, LLC - MEMBER | 04/2004 | 10-25% |
| KAPLAN, DAVID, BENJAMIN | Individual | – | SHELTER CAPITAL PARTNERS, LLC -- MEMBER | 12/2000 | 5-10% |
| PAGE, JOSEPH, PAUL | Individual | – | SHELTER CAPITAL PARTNERS, LLC -- MEMBER | 12/2000 | 5-10% |
| WALL, KEVIN | Individual | – | SHELTER CAPITAL PARTNERS, LLC -- MEMBER | 12/2000 | 5-10% |
| WORONOFF, MICHAEL | Individual | – | SHELTER CAPITAL PARTNERS, LLC - MEMBER | 12/2000 | 5-10% |