LALEIatlas

LEI record

· United States

Shelton Funds

IssuedActive
2549
00
S73SCF59AAL5
83
Issuer (LOU)
Res.
Entity identifier
Check
Legal form
FUND
Jurisdiction
United States
Registered
11 Jul 2018
Next renewal
14 Jul 2027

Reference data

Identity

LEI
254900S73SCF59AAL583
Legal form
FUND8888
Registration authority
EDGARentity ID 0000778206
Legal address
C/O Corporation Service Company, 251 Little Falls Drive, Wilmington, 19808, US
Location
Wilmington, Delaware, United States
HQ address
C/O CCM Partners, LP, 1401 Lawrence St, Ste 1550, Denver, US
Initial registration
11 Jul 2018
Last updated
13 Jul 2026
Managing LOU (issuer)
Bloomberg Finance L.P.5493001KJTIIGC8Y1R12

Level 2 · who owns whom

Corporate structure

Is fund-managed byCCM Partners, LP
Direct accounting consolidation parent: Non consolidating
Ultimate accounting consolidation parent: Non consolidating
Subsidiaries · 9
Green California Tax-Free Income Fund· Nasdaq-100 Index Fund· Shelton Equity Income Fund· Shelton Sustainable Equity Fund· S&P 500 Index Fund· S&P MidCap Index Fund· S&P SmallCap Index Fund· The United States Treasury Trust
View all 9 in the group graph →

Securities & codes

Securities and identifiers

Securities (ISIN) · 28
US82301Q1067 · US82301Q2057 · US82301Q3048 · US82301Q4038 · US82301Q5027 · US82301Q6017 · US82301Q6769 · US82301Q6843 · US82301Q6926 · US82301Q7007 · US82301Q7189 · US82301Q7262 · US82301Q7346 · US82301Q7429 · US82301Q7593 · US82301Q7676 · US82301Q7759 · US82301Q7833 · US82301Q7916 · US82301Q8096 · US82301Q8179 · US82301Q8252 · US82301Q8336 · US82301Q8419 · US82301Q8583 · US82301Q8666 · US82301Q8740 · US82301Q8823

The archive · 2 versions

Change history

  1. 14 Jul 2026 – current
    • HQ address: C/O CCM Partners, LP, 1125 17th Street, Suite 2550→C/O CCM Partners, LP, 1401 Lawrence St, Ste 1550
    • Next renewal: 2026-07-14→2027-07-14
  2. 6 Jul 2026 – 14 Jul 2026
    First recorded version.

What this means

Plain-language summary

The LEI is a 20-character ISO 17442 code identifying this legal entity in financial transactions. Its legal form is “FUND”. It is registered in United States.

Its LEI has been on record for 8 years, since 2018. Its next annual renewal is due 14 Jul 2027. It consolidates 9 subsidiaries in the relationship graph. 28 securities are (ISINs) mapped to it.

Issued is the status of the LEI registration; the entity status (Active) describes whether the legal entity itself still exists.

The mesh

Related entities

More FUND in United States
Registered by EDGAR

Source: GLEIF (CC0)Official record ↗More in United States