SEC Form ADV · CIK 1804785

SHADE TREE ADVISORS LLC

Firm profile: Shade Tree Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNYPrivate Equity
$1.5B
Assets Under Management
152
Total Clients
66
Employees
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Registration Details

CIK
1804785
Accession
CRD-289905
Location
SARATOGA SPRINGS, NY
Filing Date
March 30, 2026
AUM
$1.5B
Total Clients
152
Institutional Clients
2
Employees
66
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesCorporations

Investment Strategies

Private Equity

Private Funds

2 private funds reported on Form ADV Schedule D 7.B.1, $234.3M in combined gross assets.

  • COMMUNITY HOUSING INVESTMENT PARTNERS II LPPrivate Equity Fund$172.5M
  • ST COMMUNITY HOUSING INVESTMENT PARTNERS I LLCPrivate Equity Fund$61.8M

About this Adviser

SHADE TREE ADVISORS LLC is a registered investment adviser headquartered in SARATOGA SPRINGS, NY, managing approximately $1.5B in assets across 152 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.