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MFWire: Shelton Capital Funds
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Shelton Capital Management
1050 17th Street
Suite 1710
Denver, CO  80265
Google Maps

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

  • Background:
    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.
    Sponsored Opportunities

    Key People:
    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
    Story Archive for Shelton Capital Management
    Published On Story Headline Publication
    5/17/2023 A 26-Year-Old Fixed Income Shop Sells to Shelton MFWire.com
    1/31/2023 A $151B Quarter Almost Reverses a Rough Year MFWire.com
    11/28/2022 Goldman Leads With $22B MFWire.com
    1/6/2022 A $4B-AUM Firm Buys a Four-Year-Old Boutique MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    8/26/2020 After 35 Years, a Fund Firm Hits $3B MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    2/13/2020 One CO Firm Buys Another's Funds MFWire.com
    12/16/2019 Small Fund Firms' Outflows Plunge MFWire.com
    10/10/2019 Shelton's Clark Hires As a Sales Vet Retires MFWire.com
    3/28/2019 Post-Acquisition, a Three-State Team Boosts Fixed Income MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    12/19/2018 In November, a PE Titan Took the Lead MFWire.com
    11/1/2018 A 33-Year-Old Boutique Hunts For Liftouts and Fund Mergers MFWire.com
    9/19/2018 Steve Rogers Hires a 401k Chief 401kWire.com
    3/20/2018 T. Rowe, Fido, and PrimeCap Lead This Pack MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/7/2017 Follow the Fundsters - March 7, 2017 MFWire.com
    11/18/2016 Filings for Fundsters - November 18, 2016 MFWire.com
    8/16/2016 Filings For Fundsters - August 16, 2016 MFWire.com
    8/9/2016 Stork and Reaper - August 9, 2016 MFWire.com
    7/11/2016 Stork and Reaper -- July 11, 2016 MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    8/15/2013 Ex-Schwab, Fido Honcho Joins Hands With a Green Fund MFWire.com
    3/22/2013 Stork and Reaper for the Week of March 22, 2013 MFWire.com
    3/15/2013 Stork and Reaper for the Week of March 11, 2013 MFWire.com
    1/4/2012 California Here We Go! Welcome Shelton MFWire.com
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