Shelter Haven Capital Management, L.P. (Summit)

Shelter Haven Capital Management, L.P. is a large advisory firm based in Summit. It manages $167.03 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018.

Shelter Haven Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Shelter Haven Capital Management: assets under management

The assets under management (AUM) of Shelter Haven Capital Management, L.P. is $167.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 307% since the beginning of its operation, and $127 million of the total AUM is attributable to clients outside of the United States.

The firm manages $167.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $41.76 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shelter Haven Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Shelter Haven Capital Management serves?

The only and largest group of clients of Shelter Haven Capital Management is pooled investment vehicles with 4 clients and $167.03 million of assets under management. Among the 7 most similar advisory firms, Shelter Haven Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $167.03 million for 4 clients. 75% of the firm’s clients are foreign persons or businesses.

Shelter Haven Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Shelter Haven Capital Management, L.P.

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald John Kochanski	Managing partner	1 Jan 2017	50% - 75%	3111388
Llc Shelter Haven Gp	General partner	1 Jan 2017	Other	82-1530725
Keith John Richardson	Chief compliance officer / chief operating officer	1 Feb 2017	Other	2268210
Ross Elliot Hammer	Senior analyst	1 Mar 2017	Other	4561728

Based in Summit

The principal office where Shelter Haven Capital Management, L.P. performs its advisory services is located at 47 Maple Street, Summit, NJ 07901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908.795.1048. The normal business hours are 9am-5pm on Monday - Friday.