Key facts
- Shade Tree Advisors is a family office based in Saratoga Springs, New York with 1 tracked portfolio company.
- Notable positions include Barracuda Holdings.
- Shade Tree Advisors has 1 fund on record, raising $123 across the 1 that report a size.
- The team roster lists 6 people.
Registered with the SEC
Form ADV · 2026-03 · CRD 289905- Regulatory AUM
- —
- Private fund assets
- $234.3M
- Private funds
- 2 · 2 private equity
- Staff
- 66
- Registered office
- SARATOGA SPRINGS, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SHADE TREE ADVISORS LLC).
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Portfolio, priced
1 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Barracuda Holdings | — | $2.1M | — |
Funds
1 recorded- Community Housing Investment Partners II2025$123
$123 raised across the 1 fund that report a size
Team
6 people on record — 6 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What companies does Shade Tree Advisors invest in?
- Shade Tree Advisors has 1 recorded portfolio companies, including Barracuda Holdings.