SHELTON CAPITAL MANAGEMENT

Legal name: CCM PARTNERS, LP

CRD 104720File 801-25205

APPROVED

Retail clients

Filing as of Aug 3, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$6.52B

Top 25% of cohort (national)

Discretionary AUM

$6.19B

Non-discretionary $336.6M

Clients

1,500

1,500 accounts

Employees

Top 10% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: DRO
Registration date: Sep 12, 1985
Principal office: 1401 LAWRENCE STREET, SUITE 1550, DENVER, CO, 80202
Phone: 800-955-9988
Website: HTTP://WWW.SHELTONCAP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $6.52B
Discretionary AUM: $6.19B
Non-discretionary AUM: $336.6M
Discretionary accounts: 1,499
Non-discretionary accounts: 1
Total accounts: 1,500
AUM per client: $4.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	27	$34.7M
Investment companies	20	$4.70B
Charitable organizations	10	$17.8M
High net worth individuals	281	$799.7M
Pension and profit sharing plans	10	$460.8M
State or municipal government entities	Fewer than 5	$520K
Individuals (other than high net worth individuals)	1,151	$509.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	42	48	increased by6
Apr 1, 2026	Clients	1,217	1,500	increased by283
Apr 1, 2026	AUM	$5,514,423,780	$6,522,231,948	increased by$1,007,808,168
Apr 1, 2026	Accounts	1,217	1,500	increased by283
Jan 1, 2026	Clients	1,210	1,217	increased by7
Jan 1, 2026	AUM	$5,158,388,062	$5,514,423,780	increased by$356,035,718
Jan 1, 2026	Accounts	1,216	1,217	increased by1
May 1, 2025 vs Oct 1, 2022	Employees	29	42	increased by13
May 1, 2025 vs Oct 1, 2022	Clients	874	1,210	increased by336
May 1, 2025 vs Oct 1, 2022	AUM	$3,549,821,997	$5,158,388,062	increased by$1,608,566,065
May 1, 2025 vs Oct 1, 2022	Accounts	872	1,216	increased by344
Apr 1, 2022	Employees	33	29	decreased by4
Apr 1, 2022	Clients	745	874	increased by129
Apr 1, 2022	AUM	$3,552,910,947	$3,549,821,997	decreased by$3,088,950
Apr 1, 2022	Accounts	745	872	increased by127

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SHELTON CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SHELTON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.