# Shade Tree Partners LLC

> Shade Tree Partners LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 150865
- Filed as: SHADE TREE PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150865
- AdvisorCensus page: https://advisorcensus.com/firm/shade-tree-partners-llc-dallas-tx-150865

## Quick answers

**How is Shade Tree Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Shade Tree Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Shade Tree Partners LLC located?**
Shade Tree Partners LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Shade Tree Partners LLC registered with the SEC or a state?**
Shade Tree Partners LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150865.

**How much does Shade Tree Partners LLC manage?**
Shade Tree Partners LLC reports $63,000,000 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (60% discretionary).

**What types of clients does Shade Tree Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

**Does Shade Tree Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/150865

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $63,000,000
- Discretionary: $38,000,000
- Non-discretionary: $25,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $38,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $25,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2009 (17 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shadetreeia.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shade Tree Partners LLC (CRD 150865): Form ADV filing data as of October 2026.