| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Community Housing Investment Partners II LP | Private Equity | $76.9M | $1M |
| St Community Housing Investment Partners I LLC | Private Equity | $61.8M | $10K |
| 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 |
Shade Tree Advisors LLC reports $1 billion in regulatory assets under management on its Form ADV.
Shade Tree Advisors LLC manages 2 private funds with combined gross assets of $138.6 million.
Shade Tree Advisors LLC reports 64 employees.
Shade Tree Advisors LLC is based in Saratoga Springs, NY and has been SEC-registered since 2017.
Shade Tree Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.03B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.03B |