Shrewsbury River Capital provides portfolio management for pooled vehicles. The firm advises 3 private funds.
Shrewsbury River Capital reports 4 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($758M across 4 accounts) are managed with discretion. Of its clients, 78% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 4 | $758M | 100.0% | $189M |
| Total | 4 | $758M | 100% | $189M |
- Clients
- 4
- Regulatory AUM
- $758M
- AUM share
- 100.0%
- Avg. per client
- $189M
Total
- Clients
- 4
- Regulatory AUM
- $758M
- AUM share
- 100%
- Avg. per client
- $189M
- Clients outside the U.S.
- 78%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
Shrewsbury River Capital 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.
Jamie Kelner owns 75% or more of Shrewsbury River Capital. The leadership team of Shrewsbury River Capital includes Chief Investment Officer Jamie Kelner, Chief Financial Officer Brian Dallas and Chief Compliance Officer Robert Nisi. It has 7 employees, 4 of them in advisory roles.
Leadership
- Brian DallasChief Financial Officer
- Robert NisiGeneral Counsel and Chief Compliance Officer
- Anup HedaAnalyst, Limited Partner
- Jamie KelnerChief Investment Officer, Limited Partner
- Karin KelnerTrustee SMK I Trust
Staff
- 7 employees
- 4 in advisory functions
- 2 soliciting firms
- Owns 75% or more of Shrewsbury River Capital LP
Jamie Kelner
Control person · since June 2017
- Owns 5% to 10% of Shrewsbury River Capital LP
Anup Heda
since June 2017
- Owns 5% to 10% of Shrewsbury River Capital LP
SMK I Trust
since January 2025
- Owns 50% to 75% of SMK I Trust
Samantha Kelner
since January 2025
- Owns 50% to 75% of SMK I Trust
Max Kelner
since January 2025
- Owns 5% to 10% of Shrewsbury River Capital LP
Karin Kelner
since January 2025
Shrewsbury River Capital’s regulatory assets grew from $690M (March 2021) to $758M (March 2026); clients were 4 in both filings and employees fell from 8 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $758M | 4 | 7 | 1 |
| March 2025 | $972M | 4 | 6 | 1 |
| May 2024 | $958M | 4 | 7 | 1 |
| March 2023 | $1.12B | 4 | 7 | 1 |
| March 2022 | $964M | 4 | 7 | 1 |
| March 2021 | $690M | 4 | 8 | 1 |
Besides its headquarters, Shrewsbury River Capital has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 322 Route 35 South, Red BankHQ
Contact and registration details
- Legal name
- Shrewsbury River Capital LP
- Headquarters
- 322 Route 35 South, Red Bank, NJ 07701
- Website
- shrewsburyrivercapital.com
- Phone
- 732-945-4321
- @shrewsbury-river-capital
- SEC file
- 801-113688
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Shrewsbury River Capital has custody of client assets.
How many clients does Shrewsbury River Capital have?
Shrewsbury River Capital has 4 clients and manages $758 million for them, as of March 2026. They include 4 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Shrewsbury River Capital offer?
Shrewsbury River Capital provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Shrewsbury River Capital have?
Shrewsbury River Capital has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 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
Who owns Shrewsbury River Capital?
Shrewsbury River Capital is owned through a trust by Samantha and Max Kelner. Its direct owners are Jamie Kelner (75% or more), Anup Heda (5% to 10%), SMK I Trust (5% to 10%) and Karin Kelner (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Shrewsbury River Capital get paid?
Shrewsbury River Capital 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 Shrewsbury River Capital?
Shrewsbury River Capital’s main office is at 322 Route 35 South, Red Bank, NJ 07701. Its phone number is 732-945-4321. Its website is shrewsburyrivercapital.com.