A complete list of active advisors currently associated with Shade Tree Partners LLC

Warmer can help you find a great advisor at Shade Tree Partners LLC or one who fits your needs even better.

Shade Tree Partners LLC advises individual clients through portfolio management and related investment advisory services, charging percentage-of-AUM fees like most peers. The firm is small by scale, with three advisors, roughly $63 million in assets under management and about 60 clients across three offices. Shade Tree reports that a substantial portion of its assets are managed on a non‑discretionary basis, so clients retain trading authority, and the firm also uses performance‑based fee arrangements for certain accounts. Its operations include commodity pool operator/commodity trading advisor activities at one or more office locations, indicating involvement in commodity trading beyond typical retail advisory services. Compared with peers, Shade Tree’s combination of commodity trading activities and performance‑based fees is uncommon for a supported firm focused on individual clients, and it notes the absence of a high‑net‑worth client segment in its client base. The firm also documents that advisory functions are supported by small, single‑person office teams and that client files and records are maintained through an affiliated entity.

To learn more about the advisors currently working at Shade Tree Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.