Shelter Growth Capital Partners provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 8 private funds.
Shelter Growth Capital Partners reports 40 clients. They include 34 pooled investment vehicles, 4 insurance companies and 2 other clients. Of its assets, 100.0% ($4.66B across 40 accounts) are managed with discretion. Of its clients, 50% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 85% | 47% |
| Insurance companies | 10% | 41% |
| Other | 5% | 12% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 34 | $2.2B | 47.2% | $64.7M |
| Insurance companies | 4 | $1.91B | 41.0% | $478M |
| Other | 2 | $548M | 11.8% | $274M |
| Total | 40 | $4.66B | 100% | $117M |
- Clients
- 34
- Regulatory AUM
- $2.2B
- AUM share
- 47.2%
- Avg. per client
- $64.7M
- Clients
- 4
- Regulatory AUM
- $1.91B
- AUM share
- 41.0%
- Avg. per client
- $478M
- Clients
- 2
- Regulatory AUM
- $548M
- AUM share
- 11.8%
- Avg. per client
- $274M
Total
- Clients
- 40
- Regulatory AUM
- $4.66B
- AUM share
- 100%
- Avg. per client
- $117M
- Clients outside the U.S.
- 50%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 8
- Financial planning clients last fiscal year
- 0
Shelter Growth Capital Partners is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
SGCP Holdco LLC owns 75% or more of Shelter Growth Capital Partners and is in turn owned by One Dock Partners, LP (50–75%). Daniel Sparks is CEO; the leadership team includes Chief Operating Officer Kevin Gasvoda and Chief Compliance Officer Jay Strauss. It has 49 employees, 10 of them in advisory roles.
Staff
- 49 employees
- 10 in advisory functions
- Owns 75% or more of Shelter Growth Capital Partners LLC
SGCP Holdco LLC
Control person · since January 2015
- Owns 50% to 75% of SGCP Holdco LLC
One Dock Partners, LP
Control person · since January 2015
- Owns 25% to 50% of One Dock Partners, LP
Kevin Gasvoda
Control person · since January 2015
- Owns 25% to 50% of One Dock Partners, LP
Daniel Sparks
Control person · since January 2015
Shelter Growth Capital Partners’ regulatory assets grew 6.2× from $751M (March 2021) to $4.66B (July 2026); clients rose from 21 to 40 and employees from 30 to 49.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $4.66B | 40 | 49 | 1 |
| May 2025May 2025 | $2.86B | 38 | 43 | 1 |
| Mar 2024March 2024 | $2.82B | 35 | 33 | 1 |
| May 2023May 2023 | $1.71B | 33 | 33 | 1 |
| Mar 2022March 2022 | $1.35B | 30 | 35 | 1 |
| Mar 2021March 2021 | $751M | 21 | 30 | 1 |
Besides its headquarters, Shelter Growth Capital Partners has 0 offices, with 1 listed address in 1 state.
Connecticut · 1 listed address
- 750 Washington Boulevard, Suite 1050, StamfordHQ
Contact and registration details
- Legal name
- Shelter Growth Capital Partners LLC
- Headquarters
- 750 Washington Boulevard, Suite 1050, Stamford, CT 06901
- Website
- sheltergrowth.com
- Phone
- 203-355-6100
- @10149607
- SEC file
- 801-80686
- Structure
- Delaware LLC
- Fiscal year end
- December
Shelter Growth Capital Partners’ named custodians for separately managed accounts are Wilmington Trust ($1.64B, 86%) and U.S. Bank ($272M, 14%). Shelter Growth Capital Partners has custody of $2.75B for 36 clients.
- Wilmington TrustWilmington Trust Company · Wilmington, DE · $1.64B86%
- U.S. BankU.S. Bank · Minneapolis, MN · $272M14%
What the accounts hold
- Other100%
- Residential mortgage loans100%
How many clients does Shelter Growth Capital Partners have?
Shelter Growth Capital Partners has 40 clients and manages $4.66 billion for them, as of July 2026. They include 34 pooled investment vehicles, 4 insurance companies and 2 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 July 2026
What services does Shelter Growth Capital Partners offer?
Shelter Growth Capital Partners provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Shelter Growth Capital Partners use?
Shelter Growth Capital Partners’ separately managed account assets are held at Wilmington Trust Company (Wilmington, DE), with $1.64B and U.S. Bank (Minneapolis, MN), with $272M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 July 2026
How many financial advisors does Shelter Growth Capital Partners have?
Shelter Growth Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 49 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Shelter Growth Capital Partners invest in?
At the end of its last fiscal year, Shelter Growth Capital Partners’ separately managed accounts held 100% other. The 100% other category is described as: Residential Mortgage Loans. It advises 8 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Shelter Growth Capital Partners?
Shelter Growth Capital Partners is owned through a chain of holding companies by Kevin Gasvoda and Daniel Sparks. Its direct owner is SGCP Holdco LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 July 2026
How does Shelter Growth Capital Partners get paid?
Shelter Growth Capital Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Shelter Growth Capital Partners?
Shelter Growth Capital Partners’ main office is at 750 Washington Boulevard, Suite 1050, Stamford, CT 06901. Its phone number is 203-355-6100. Its website is sheltergrowth.com.