{"url":"https://nivawealth.com/firms/shrewsbury-river-capital-289785","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/289785","regulatoryAum":757521226,"crd":"289785","history":[{"filedOn":"2021-03-24","regulatoryAum":690282119,"clients":4,"employees":8,"offices":1},{"filedOn":"2022-03-02","regulatoryAum":963602857,"clients":4,"employees":7,"offices":1},{"filedOn":"2023-03-23","regulatoryAum":1119827003,"clients":4,"employees":7,"offices":1},{"filedOn":"2024-05-09","regulatoryAum":958086047,"clients":4,"employees":7,"offices":1},{"filedOn":"2025-03-24","regulatoryAum":971818926,"clients":4,"employees":6,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":757521226,"clients":4,"employees":7,"offices":1}],"secFileNumber":"801-113688","legalName":"Shrewsbury River Capital LP","displayName":"Shrewsbury River Capital","slug":"shrewsbury-river-capital-289785","website":"https://shrewsburyrivercapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/289785/2188350d4eb4659f-r1.webp","tone":"dark","width":342,"height":200,"sourceUrl":"https://shrewsburyrivercapital.com/","sourceLabel":"Shrewsbury River Capital LP, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/shrewsbury-river-capital/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"322 Route 35 South","city":"Red Bank","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"07701"},"tradeNames":[],"registration":{"secApproved":"26 July 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":7,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":2},"aum":{"regulatory":757521226,"discretionary":757521226,"discretionaryAccounts":4,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":78,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":4,"regulatoryAum":757521226}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Shrewsbury River Capital has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Brian Dallas","title":"Chief Financial Officer","crd":"7244237"},{"name":"Robert Nisi","title":"General Counsel and Chief Compliance Officer","crd":"2643430"},{"name":"Anup Heda","title":"Analyst, Limited Partner","crd":"5722319"},{"name":"Jamie Kelner","title":"Chief Investment Officer, Limited Partner","crd":"2962653"},{"name":"Karin Kelner","title":"Trustee SMK I Trust","crd":"8063844"}],"ownership":[{"label":"Jamie Kelner","detail":"Chief investment officer, limited partner in the 75% or more ownership band and a control person, since June 2017. Also a managing member of Shrewsbury River Capital GP LLC in the 75% or more band and a control person, since February 2017."},{"label":"Anup Heda","detail":"Analyst, limited partner in the 5% to 10% ownership band, since June 2017."},{"label":"SMK I Trust","detail":"Limited partner in the 5% to 10% ownership band, since January 2025."},{"label":"Karin Kelner","detail":"Trustee smk i trust in the 5% to 10% ownership band, since January 2025. Also trustee smk i trust of SMK I Trust, since January 2025."},{"label":"Samantha Kelner","detail":"Indirect owner: a smk i trust beneficiary of SMK I Trust in the 50% to 75% band, since January 2025.","parent":"SMK I Trust"},{"label":"Max Kelner","detail":"Indirect owner: a smk i trust beneficiary of SMK I Trust in the 50% to 75% band, since January 2025.","parent":"SMK I Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"322 Route 35 South","city":"Red Bank","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"732-945-4321","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/289785/PDF/289785.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Shrewsbury River Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Shrewsbury River Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Shrewsbury River Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Shrewsbury River Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Shrewsbury River Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Shrewsbury River Capital?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}