Investment adviser · CRD 289905

SHADE TREE ADVISORS LLC

Investment adviser filing (IA)

SARATOGA SPRINGS, NY, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $1.45B
Client accounts: 152
Employees: 66
Advisory professionals: 21

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	24	$1,162,746,666	80.0%
Pooled investment vehicles	2	$234,285,687	16.1%
Corporations & businesses	1	$53,392,252	3.7%
Individuals	7	$3,727,426	0.3%

Filing source

Form ADV 2086124 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

COMMUNITY HOUSING INVESTMENT PARTNERS II LPPrivate Equity Fund · Last reported Mar 30, 2026$173MGross asset value

Fund administrator STANDISH MANAGEMENT US, LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP BETHESDA, Maryland, United States

Custodian BANC OF CALIFORNIA, INC. SANTA ANA, California, United States Related to adviser: No

Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No

Custodian WILMINGTON TRUST WILMINGTON, Delaware, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHNREZNICK LLP
PCAOB 596

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Fund details & source

Fund ID: 805-1386115777
Reported beneficial owners: 25
Minimum commitment: $1M

Form ADV 2086124 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

19 RAILROAD PLACE, SUITE 301
SARATOGA SPRINGS, NY, 12866, United States

CRD 289905

Filing source

Form ADV 2086124 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.