SHADE TREE PARTNERS LLC

Overview

Shade Tree Partners LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm combines traditional wealth advisory work—financial planning and portfolio management for individuals and small businesses—with pension consulting, and it also operates with CPO/CTA business activities. That mix points to a hybrid practice that runs discretionary portfolios while also offering advisory and pooled-product solutions that can use derivatives and systematic strategies. Investment preferences skew toward privately structured vehicles and pooled solutions rather than being exclusively public-equity focused. The firm charges a mix of percentage-of-AUM, fixed fees and performance-based fees, which aligns with managing private funds or incentive-fee strategies alongside standard advisory mandates. Shade Tree Partners is not positioned as an ESG-active or multi-state adviser, and it is organized under individual ownership rather than as part of a larger network.

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Investments & Alternatives

Location & Offices