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MFWire: Shelton Capital Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Shelton Capital Management
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1050 17th Street
Suite 1710
Denver, CO 80265
Google Maps
Contact
Main Phone: 800-955-9988
Web Site:
http://www.sheltoncap.com
Mutual Fund Brand(s)
Shelton Capital Funds
Research Links
SEC Fund Filings by CIK
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Background:
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Korean War veteran Richard F. Shelton founded the California Investment Trust in 1985. The funds are advised by CCM Partners and cover a range of asset classes, from bonds to indexed equities.
Until January 1, 2012, CCM Partners used California Investment Trust as its dba. Then CCM adopted a new dba, Shelton Capital Management, in honor of its founder. Shelton still has a turnkey 401(k) business that operates under the California Investment Trust brand.
In 2014 San Francisco, California-based Shelton expanded into Denver, Colorado. Since then, Shelton has shifted to Denver as its home base, though the firm still has offices in San Francisco and in Greenwich, Connecticut.
As of October 2018, Shelton boasted about 35 people and 14 mutual funds, plus SMAs, with about $2 billion in total AUM.
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Sponsored Opportunities
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Key People:
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Steve Rogers
CEO, Equity Portfolio Manager, Shelton Capital Management | Dennis Clark
Managing Director, Shelton Capital Management | Greg Pusch
General Counsel, Chief Compliance Officer, Shelton Capital Management | Bill Mock
Portfolio Manager, Fixed Income, Shelton Capital Management | Barry Martin
Portfolio Manager, Optima Portfolios, Shelton Capital Management |
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Story Archive for Shelton Capital Management
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Published On
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Story Headline
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Publication |
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9/10/2025
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With Vident's Help, Rogers Enters ETF World
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MFWire.com
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12/18/2024
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30 of the Best Fund Firm Workplaces In 2024
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MFWire.com
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5/17/2023
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A 26-Year-Old Fixed Income Shop Sells to Shelton
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MFWire.com
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1/31/2023
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A $151B Quarter Almost Reverses a Rough Year
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MFWire.com
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11/28/2022
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Goldman Leads With $22B
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MFWire.com
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1/6/2022
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A $4B-AUM Firm Buys a Four-Year-Old Boutique
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MFWire.com
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3/12/2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
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MFWire.com
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8/26/2020
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After 35 Years, a Fund Firm Hits $3B
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MFWire.com
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3/6/2020
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170 Fundsters Gather As 92 Fund Firms Win Big
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MFWire.com
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2/13/2020
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One CO Firm Buys Another's Funds
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MFWire.com
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12/16/2019
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Small Fund Firms' Outflows Plunge
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MFWire.com
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10/10/2019
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Shelton's Clark Hires As a Sales Vet Retires
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MFWire.com
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3/28/2019
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Post-Acquisition, a Three-State Team Boosts Fixed Income
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MFWire.com
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3/8/2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
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MFWire.com
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12/19/2018
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In November, a PE Titan Took the Lead
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MFWire.com
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11/1/2018
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A 33-Year-Old Boutique Hunts For Liftouts and Fund Mergers
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MFWire.com
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9/19/2018
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Steve Rogers Hires a 401k Chief
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401kWire.com
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3/20/2018
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T. Rowe, Fido, and PrimeCap Lead This Pack
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MFWire.com
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2/28/2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
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MFWire.com
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3/24/2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
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MFWire.com
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3/7/2017
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Follow the Fundsters - March 7, 2017
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MFWire.com
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11/18/2016
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Filings for Fundsters - November 18, 2016
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MFWire.com
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8/16/2016
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Filings For Fundsters - August 16, 2016
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MFWire.com
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8/9/2016
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Stork and Reaper - August 9, 2016
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MFWire.com
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7/11/2016
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Stork and Reaper -- July 11, 2016
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MFWire.com
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3/23/2016
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101 Fund Families Win in Gotham
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MFWire.com
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4/1/2015
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Cap Group, Fidelity, and Pimco Break Out the Champagne
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MFWire.com
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8/15/2013
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Ex-Schwab, Fido Honcho Joins Hands With a Green Fund
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MFWire.com
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3/22/2013
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Stork and Reaper for the Week of March 22, 2013
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MFWire.com
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3/15/2013
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Stork and Reaper for the Week of March 11, 2013
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MFWire.com
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1/4/2012
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California Here We Go! Welcome Shelton
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MFWire.com
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