Shade Tree Advisors

Asset Manager SEC-registered adviser

Legal name: Shade Tree Advisors LLC

Saratoga Springs, NY Website LinkedIn

AUM

$1.5B
Regulatory AUM

Private funds

2
Private Equity 2

Private fund assets

$172.5M
Gross asset value

Employees

66

Last Form D raise

—

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

A
Adrienne Knapp
Managing Partner, Oak Leaf Holdings
Source: SEC Form ADV
A
Amy Seagroatt
Managing Partner, Oak Leaf Holdings
Source: SEC Form ADV
J
Jesse George
President
Source: SEC Form ADV
M
Marna Davis
Managing Member, Osprey Lane Holdings
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Community Housing Investment Partners II LPPrivate Equity$172.5M———
St Community Housing Investment Partners I LLCPrivate Equity$61.8M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
289905
SEC file number
801-111885
CIK
1804785

Sources