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SHADE TREE PARTNERS LLC

Advisory

DALLAS, TX

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in TX

#1,633

of 2,813 advisers by AUM

Average account

$926K

across 68 accounts

AUM per adviser

$21M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$63M

Discretionary AUM$38M

Non-Discretionary AUM$25M

Discretionary %60.3%

Total Clients70

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

70 clients

The full client-type breakdown and the share of AUM each category represents.

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