SHADE TREE ADVISORS LLC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser (CRD 289905). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Jesse Oak George | MANAGING PARTNER; PRESIDENT | — |
| Amy Sue Seagroatt | MANAGING PARTNER | — |
| Adrienne Marie Knapp | MANAGING PARTNER | — |
| Bridget Horan | CHIEF COMPLIANCE OFFICER | Saratoga Springs, NY |
| Marna O Davis | MANAGING MEMBER | — |
| Timothy Charles Macherone | CHIEF OPERATING OFFICER | — |
| KNAPP AMY MARIE | MANAGING MEMBER; MANAGING PARTNER | — |
| GEORGE JESSE OAK | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (+3 more) | — |
| SEAGROATT AMY SUE | MANAGING MEMBER; MANAGING PARTNER | — |
| BONI KYLE PAUL | MEMBER | — |
| SALISBURY MATTHEW TODD | CHIEF COMPLIANCE OFFICER | — |
| HORAN BRIDGET | CHIEF COMPLIANCE OFFICER | — |
| MACHERONE TIMOTHY CHARLES | CHIEF OPERATING OFFICER | — |
| Davis Marna O | MANAGING MEMBER | — |
| Marna O. Davis | MANAGING MEMBER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| COMMUNITY HOUSING INVESTMENT PARTNERS II LP | Private Equity Fund | Delaware | 25 | $172.5M | $1.0M |
| ST COMMUNITY HOUSING INVESTMENT PARTNERS I LLC | Private Equity Fund | Delaware | 53 | $61.8M | $10K |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 518-290-9490 |
| — | — | 1 | 518-290-9485 |
| — | — | 1 | 518-290-9485 |
| — | — | 1 | 518-290-9490 |
| NEW YORK | NY | 0 | 518-290-9460 |
| NEW YORK | NY | 0 | 518-290-9460 |