Shade Tree Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,000,000
Total clients
60
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
20
Average account size
$1,050,000
About
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.
Client services
Expertise
Main office location
Shade Tree Partners LLC
13140 Coit, 115
Dallas TX 75240, United States
Number of offices
3
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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