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| Shade Tree Advisors LLC
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|---|---|
| CRD # | 289905 |
| SEC # | 801-111885 |
| CIK # | 0001804785 |
| AUM | 1,454.2 M (2026-03-30) |
| Employees | 66 (32% Investors, 0% Brokers) |
| Phone | 518-290-9460 |
| Address | 19 Railroad Place Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001804785 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sandisk Corp | 9.2 | ||
| Globalfoundries Inc | 5.3 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| Inflection Point Acquisition Corp II | 0.8 | ||
| Gartner Inc | 0.6 | ||
| Golub Capital BDC Inc | 0.4 | ||
| iShares Bitcoin Trust | 0.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.3 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.3 | ||
| Coupang Inc | 0.3 | ||
| Petco Health & Wellness Company Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Community Housing Investment Partners II LP | 2024-03-29 | 172.5 M | |
| PE | St Community Housing Investment Partners I LLC | 2021-03-29 | 61.8 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 3.7 |
| (b) Individuals (high net worth individuals) | 24 | 1,162.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 234.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 53.4 |
| (n) Other | 0 | 0.0 |
| Total | 152 | 1,454.2 |
| By Discretionary | ||
| Discretionary | 146 | 1,413.0 |
| Non-Discretionary | 6 | 41.2 |
| Total | 152 | 1,454.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,454.2 | |
| Total | 152 | 1,454.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001804785] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 63 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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|---|---|---|
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