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SHADE TREE PARTNERS LLC
CRD 150865
13140 COIT, 115, DALLAS, TX, 75240, United States
Phone
2146208201
Fax
214-290-8483
Registration
— (—)
Source
State registered
Total AUM
$63.0M
Discretionary AUM
$38.0M
Team
3 total employees; 3 advisory reps; 60 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $38.0M |
| Pension/profit sharing plans | 10 | $25.0M |
All web addresses on file
Official SEC filing: View on IAPD