SHADE TREE PARTNERS LLC

SHADE TREE PARTNERS LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 150865). Regulatory assets under management: $63.0M.

Registration

• CRD: 150865
• Type: Registered investment adviser
• Location: 13140 COIT, DALLAS, TX, 75240
• Phone: 2146208201
• Latest filing: 2026-03-11
• Regulatory AUM: $63.0M
• Discretionary AUM: $38.0M
• Non-discretionary AUM: $25.0M
• Clients: 3
• Accounts: 68

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150865 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search