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Rating:After 35 Years, a Fund Firm Hits $3B Not Rated 4.0 Email Routing List Email & Route  Print Print
Wednesday, August 26, 2020

After 35 Years, a Fund Firm Hits $3B

Reported by Neil Anderson, Managing Editor

A 35-year-old mutual fund firm in Colorado recently crossed above $3 billion in AUM across its mutual funds and separately managed accounts.

Stephen Craig Rogers
Shelton Capital Management
Steve Rogers, CEO of Denver-based Shelton Capital Management (a dba for CCM Partners) [profile], states that the firm's AUM has tripled "in less than six years." The firm also has offices in Greenwich, Connecticut and in San Francisco.

"It's a testament to the strength of the team and our commitment to helping advisors and their clients manage uncertain markets and achieve their investment objectives," Rogers states.

The Shelton team has been hunting for deals in recent years, especially liftouts and fund mergers. They also bought a fixed income shop last year, and earlier this year they unveiled a deal to adopt most of a fund family while merging a few funds into existing Shelton ones. 

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