SHELTON CAPITAL MANAGEMENT

Legal name: CCM PARTNERS, LP

CRD 104720File 801-25205

APPROVED

Retail clients

Filing as of Aug 3, 2026

Feed vintage Aug 17, 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: https://business.facebook.com/latest/settings/instagram_account?business_id=414440354400657&selected_asset_id=419052397952270&se

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
Aug 12, 2026	Registration	—	APPROVED

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.