SourcingSourcing

CCM PARTNERS, LP

C21
CRD 104720·SEC 801-25205·DENVER, CO
AUM
$6.52B
$1B+
Est. Revenue
$65.2M
@ 1% on AUM
Est. EBITDA
$19.6M
@ 30% margin
Est. Deal Value
$156.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CCM PARTNERS, LP
CRD
104720
SEC file #
801-25205
EIN
364494285
DBA names
Shelton Capital Management

Economics

AUM
$6.52B
AUM band
$1B+
AUM trajectory
'20'26
$2.12B → $6.52B▲ +208%
Client mix
Individuals Other1,151
Individuals High Net Worth281
Corporations27
Investment Companies20
Pension Profit Sharing Plans10

Operations

Employees (total)
48
Advisory staff (per ADV)
23
Advisory staff (5-yr trend)
'20'26
10 advisors → 23 advisors▲ +130%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companies
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/2423155(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RFS PARTNERS
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
RFS PARTNERS
ROGERS, STEPHEN, CRAIG
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001176228
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2002-05-28
Edgar Last Filing Date
2019-12-18
Edgar Form D Count
4
Edgar Form D Offerings
2019-12-182019-12-18 · 0001176228-19-000002
2018-11-052018-11-05 · 0001176228-18-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
16
Bc Firm Active IA Count
16
Bc Firm IAR Count
16
Custodian Candidates
Full
Raymond James7
Charles Schwab6
Fidelity4
E*trade4
Lpl Financial2
Edgar Addresses
Mailing
1377 MOTOR PARKWAY, SUITE 406ISLANDIA, NY 11749
Business
1377 MOTOR PARKWAY, SUITE 406ISLANDIA, NY 11749
Edgar EIN
364494285
Edgar Recent Filings
D/A2019-12-18 · 0001176228-19-000002
D/A2018-11-05 · 0001176228-18-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
18119
Trust Company Affiliate
No

People (20)

20
RFS PARTNERS
Direct Owner · 37.5%
18119
ROGERS, STEPHEN, CRAIG
Direct Owner · 37.5%
2329685
WALKER, BROOKS
Direct Owner · 7.5%
4343368
PUSCH, GREGORY, THOMAS
Executive Officer · 2.5%
6043925
GARY SCOTT STRINGER
IAR
2917717
PAUL ALLEN LAFFRENZEN
IAR
2922770
JASON ROBERT SHIDLER
IAR
3045843
LAURA ANNE BEVILL
IAR
6257995
BARRINGER HAROLD MARTIN
IAR
4038450
CHAD NORRIS KELLER
IAR
4835005
JONATHAN IRA BERNSTEIN
IAR
2470190
JOSHUA M FUDGE
IAR
5266838
KIMBERLY FAUST ESCUE
IAR
2109916
NICHOLAS MERLE GRIEBENOW
IAR
6165252
DENNIS PATRICK CLARK
IAR
1410280
NICHOLAS DEAN MANTEL
IAR
7686804
Alexa Rose Tuers
IAR
7690686
RYAN SWITZER GROVES
IAR
5744378
MATTHEW RILEY GUNTER
IAR
3010521
JEFF S MEDINA
IAR
5368483