Paul Allen Laffrenzen
Investment adviser representative at Shelton Capital Management
22 yearsExperience
4 statesRegistered in
$6.5BFirm assets
41 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Shelton Capital ManagementJan 2026 to now
- Foreside Financial Services, LLCJan 2020 to now
- Segall Bryant & HamillMay 2018 to now
- Alps Distributors, Inc.Jun 2004 to May 2019
- Denver Investment Advisors, LLCJun 2004 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 4 states (CO, IL, NJ, NY).
Shelton Capital Management
Legal name: Ccm Partners, LP
$6.5BAssets managed
1,500Clients
15Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2922770
- Firm CRD
- 104720