Shade Tree Advisors LLC
● SEC registered since 2017CRD 289905SEC# 801-111885Saratoga Springs, NY
Ranks #2,545 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.45B
Fund GAV
$234.3M
Private funds
2
Employees
66
Accounts
152
Location
Saratoga Springs, NY
Shade Tree Advisors LLC assets under management
Shade Tree Advisors LLC is an investment advisory firm registered with the SEC based in Saratoga Springs, NY. The firm has been registered since 2017. It reports $1.5 billion in regulatory assets under management and employs 66 people. Shade Tree Advisors LLC manages 2 private funds with combined gross assets of $234.3 million, including Community Housing Investment Partners II LP. By regulatory assets, it ranks 2,545 of 6,004 private fund managers.
Shade Tree Advisors LLC private funds
2 funds · $234.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Community Housing Investment Partners II LP | Private Equity | $172.5M | $1M |
| St Community Housing Investment Partners I LLC | Private Equity | $61.8M | $10K |
Shade Tree Advisors LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bridget Horan Control | Chief Compliance Officer | Under 5% | 2022 |
| Jesse Oak George Control | President | Under 5% | 2020 |
| Oak Leaf Holdings LLC Control | Owner | Over 75% | 2019 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Shade Tree Advisors LLC manage?
Shade Tree Advisors LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Shade Tree Advisors LLC manage?
Shade Tree Advisors LLC manages 2 private funds with combined gross assets of $234.3 million.
How many employees does Shade Tree Advisors LLC have?
Shade Tree Advisors LLC reports 66 employees.
Where is Shade Tree Advisors LLC located?
Shade Tree Advisors LLC is based in Saratoga Springs, NY and has been SEC-registered since 2017.
Does Shade Tree Advisors LLC disclose fund performance?
Shade Tree Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 19 Railroad Place, Suite 301, Saratoga Springs, NY 12866 |
| Phone | 518-290-9460 |
| Fax | 518-691-9427 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1804785 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.45B▲ 42%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
AUM vs fund managersTop 42%
Larger than 58% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$1.45Bregulatory AUM
Discretionary $1.41BNon-discretionary $41.2M