AltMountain

Shade Tree Advisors LLC

Saratoga Springs, NY · CRD 289905
Other private funds manager

Shade Tree Advisors LLC is an SEC-registered investment adviser based in Saratoga Springs, NY that reports managing 2 private funds on Form ADV, including 2 private equity funds. It reports $1.5 billion in regulatory assets under management. Its private funds hold $234.3 million in gross assets.

Regulatory assets under management
$1.5 billionForm ADV Item 5.F
Gross assets of private funds
$234.3 millionAll private fund types, Form ADV
Private funds managed
2PE 2 · VC 0 · hedge 0
Employees
66Form ADV Item 5.A
Registration
SEC-registered adviserCRD 289905
Latest Form ADV
03/30/2026Disciplinary disclosures: none reported

Private investment funds filing Form D (1)

Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.

Private funds reported on Form ADV (1)

Fund
Gross assets
Minimum
Owners
Adviser
Community Housing Investment Partners II LP
Delaware, United StatesPrivate equity fund
Gross assets$0
Minimum$1.0M
Owners0
AdviserShade Tree Advisors LLC

As reported in the adviser's Form ADV filed Nov 8, 2024. Funds also listed from Form D are shown above.

Fund vehicles: feeder funds and single-deal vehicles (1)

Fund
Gross assets
Minimum
Owners
Adviser
ST Community Housing Investment Partners I LLC
Delaware, United StatesPrivate equity fund
Gross assets$62.0M
Minimum$10K
Owners53
AdviserShade Tree Advisors LLC

Feeder funds invest through a master fund; single-deal vehicles (SPVs, co-investments, series) hold one investment.

From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures