SHREWSBURY RIVER CAPITAL LP

C31
CRD 289785·SEC 801-113688·RED BANK, NJ
AUM
$757.5M
$500M-$1B
Est. Revenue
$7.6M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SHREWSBURY RIVER CAPITAL LP
CRD
289785
SEC file #
801-113688
EIN
000000000
DBA names

Economics

AUM
$757.5M
AUM band
$500M-$1B
AUM trajectory
'20'26
$364.3M → $757.5M▲ +108%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
RED BANK NJ
Branches

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KELNER, JAMIE, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
KELNER, JAMIE, SCOTT
HEDA, ANUP, GIRIDHAR
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
0001740956
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2018-06-20
Edgar Last Filing Date
2025-06-13
Edgar Form D Count
8
Edgar Form D Offerings
2025-06-132025-06-13 · 0000919574-25-003605
2024-06-142024-06-14 · 0000919574-24-003656

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
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust6
Bny Mellon6
E*trade4
Edgar Addresses
Mailing
322 ROUTE 35 SOUTHRED BANK, NJ 07701
Business
322 ROUTE 35 SOUTHRED BANK, NJ 07701
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-06-13 · 0000919574-25-003605
D/A2024-06-14 · 0000919574-24-003656
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2962653
Trust Company Affiliate
Yes