The SHELTON ASSET MANAGEMENT is a privately held investment adviser that advises $6.99Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. SHELTON ASSET MANAGEMENT is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 82.7% over the last 5-years.
The Group has been registered with the SEC for 40.91 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 1401 LAWRENCE STREET SUITE 1550, DENVER, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 48 employees comprised of 23 investment and 25 non-investment staff. The total number of Employees increased by 45.45% over the last 5-years.
Their $6.99Bn in assets advised are owned by 0 private funds, 20 public funds and BDCs and 48 other accounts. Assets of Investment Companies (IC) clients own $5.17Bn or 73.95% of Total Assets and High Net Worth Individuals own $799.65mn or 11.43% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 85.86%, 11.88% and 2.26% of total assets, respectively.
They advise 7 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SHELTON ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.