CCM PARTNERS, LP
Legal name: SHELTON CAPITAL MANAGEMENT
CRD #104720 SEC #801-25205 DENVER, CO 800-955-9988
SEC Registered
Total AUM
$5.5B
Discretionary
$5.2B
Employees
42
Clients
0
Accounts
1,217
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $5.5B | $5.2B | $356M | 42 | 1 |
| Nov 2025 | $5.2B | $3.9B | $1.2B | 42 | 1 |
| Nov 2025 | $5.2B | $3.9B | $1.2B | 42 | 1 |
| Sep 2025 | $5.2B | $3.9B | $1.2B | 42 | 1 |
| Aug 2025 | $5.2B | $3.9B | $1.2B | 42 | 1 |
| Mar 2025 | $5.2B | $3.9B | $1.2B | 42 | 1 |
| Sep 2024 | $4.8B | $3.7B | $1.1B | 45 | 1 |
| Mar 2024 | $4.8B | $3.7B | $1.1B | 45 | 1 |
| Aug 2023 | $3.5B | $3.5B | $0 | 38 | 1 |
| Jun 2023 | $3.5B | $3.5B | $0 | 38 | 1 |
| Mar 2023 | $3.3B | $3.3B | $0 | 34 | 1 |
| Dec 2022 | $3.5B | $3.5B | $0 | 29 | 1 |
| Oct 2022 | $3.5B | $3.5B | $0 | 29 | 1 |
| Mar 2022 | $3.5B | $3.5B | $0 | 29 | 1 |
| May 2021 | $3.6B | $3.6B | $0 | 33 | 1 |
| Mar 2021 | $3.6B | $3.6B | $0 | 33 | 1 |
| Mar 2021 | $3.6B | $3.6B | $0 | 33 | 1 |
| Jul 2020 | $1.9B | $1.9B | $0 | 35 | 0 |
| Mar 2020 | $1.9B | $1.9B | $0 | 35 | 0 |
| Sep 2019 | $2.1B | $2.1B | $0 | 32 | 0 |
| Aug 2019 | $2.1B | $2.1B | $0 | 32 | 0 |
| Apr 2019 | $2.1B | $2.1B | $0 | 32 | 0 |
| Apr 2019 | $2.1B | $2.1B | $0 | 32 | 0 |
| Mar 2019 | $2.1B | $2.1B | $0 | 32 | 0 |
| Dec 2018 | $2B | $2B | $0 | 26 | 0 |
| Dec 2018 | $2B | $2B | $0 | 26 | 0 |
| Apr 2018 | $2B | $2B | $0 | 26 | 0 |
| Mar 2018 | $2B | $2B | $0 | 26 | 0 |
| Sep 2017 | $1.8B | $1.8B | $0 | 27 | 900 |
| Mar 2017 | $1.8B | $1.8B | $0 | 27 | 900 |
| Mar 2017 | $1.4B | $1.4B | $0 | 18 | 400 |
| Feb 2017 | $1.4B | $1.4B | $0 | 18 | 400 |
| Jul 2016 | $1.4B | $1.4B | $0 | 18 | 400 |
| Mar 2016 | $1.4B | $1.4B | $0 | 18 | 400 |
| Mar 2015 | $1.3B | $1.3B | $0 | 18 | 157 |
| Jan 2015 | $1B | $1B | $0 | 14 | 157 |
| Jan 2015 | $1B | $1B | $0 | 14 | 157 |
| Mar 2014 | $1B | $1B | $0 | 14 | 157 |
| Mar 2013 | $870.8M | $870.8M | $0 | 14 | 145 |
| Mar 2013 | $811.9M | $811.9M | $0 | 14 | 109 |
| Mar 2012 | $811.9M | $811.9M | $0 | 11 | 109 |
| Jun 2011 | $778.7M | $778.7M | $0 | -- | -- |
| Apr 2011 | $778.7M | $778.7M | $0 | -- | -- |
| Mar 2011 | $778.7M | $778.7M | $0 | -- | -- |
| Mar 2009 | $480.5M | $480.5M | $0 | -- | -- |
| Mar 2008 | $626.5M | $626.5M | $0 | -- | -- |
| Mar 2007 | $705.5M | $705.5M | $0 | -- | -- |
| Feb 2006 | $662M | $662M | $0 | -- | -- |
| Aug 2004 | $674.3M | $674.3M | $0 | -- | -- |
| Mar 2004 | $674.3M | $674.3M | $0 | -- | -- |
| Jun 2001 | $688.4M | $688.4M | $0 | -- | -- |
DateDec 2025
Total AUM$5.5B
Discretionary$5.2B
Non-Disc.$356M
Employees42
Clients1
DateNov 2025
Total AUM$5.2B
Discretionary$3.9B
Non-Disc.$1.2B
Employees42
Clients1
DateNov 2025
Total AUM$5.2B
Discretionary$3.9B
Non-Disc.$1.2B
Employees42
Clients1
DateSep 2025
Total AUM$5.2B
Discretionary$3.9B
Non-Disc.$1.2B
Employees42
Clients1
DateAug 2025
Total AUM$5.2B
Discretionary$3.9B
Non-Disc.$1.2B
Employees42
Clients1
DateMar 2025
Total AUM$5.2B
Discretionary$3.9B
Non-Disc.$1.2B
Employees42
Clients1
DateSep 2024
Total AUM$4.8B
Discretionary$3.7B
Non-Disc.$1.1B
Employees45
Clients1
DateMar 2024
Total AUM$4.8B
Discretionary$3.7B
Non-Disc.$1.1B
Employees45
Clients1
DateAug 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees38
Clients1
DateJun 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees38
Clients1
DateMar 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees34
Clients1
DateDec 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees29
Clients1
DateOct 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees29
Clients1
DateMar 2022
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees29
Clients1
DateMay 2021
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees33
Clients1
DateMar 2021
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees33
Clients1
DateMar 2021
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees33
Clients1
DateJul 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees35
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees35
Clients0
DateSep 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees32
Clients0
DateAug 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees32
Clients0
DateApr 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees32
Clients0
DateApr 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees32
Clients0
DateMar 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees32
Clients0
DateDec 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees26
Clients0
DateDec 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees26
Clients0
DateApr 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees26
Clients0
DateMar 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees26
Clients0
DateSep 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees27
Clients900
DateMar 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees27
Clients900
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients400
DateFeb 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients400
DateJul 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients400
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients400
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients157
DateJan 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients157
DateJan 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients157
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients157
DateMar 2013
Total AUM$870.8M
Discretionary$870.8M
Non-Disc.$0
Employees14
Clients145
DateMar 2013
Total AUM$811.9M
Discretionary$811.9M
Non-Disc.$0
Employees14
Clients109
DateMar 2012
Total AUM$811.9M
Discretionary$811.9M
Non-Disc.$0
Employees11
Clients109
DateJun 2011
Total AUM$778.7M
Discretionary$778.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$778.7M
Discretionary$778.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$778.7M
Discretionary$778.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$480.5M
Discretionary$480.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$626.5M
Discretionary$626.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$705.5M
Discretionary$705.5M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$662M
Discretionary$662M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$674.3M
Discretionary$674.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$674.3M
Discretionary$674.3M
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$688.4M
Discretionary$688.4M
Non-Disc.$0
Employees--
Clients--