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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Saratoga Springs, NY HQ: Saratoga Springs, NY

Shade Tree Advisors

$1.4B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($77.3M parsed USD across disclosed rows) across disclosed strategy exposure in Private Equity, Growth Equity, Buyout, Private Credit, Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
12
5 Open Source Trails Below
Sum of Disclosed Rows
$77.3M
Total AUM: $1.4B
Median Disclosed Amount
$7.2M
Range: $2.0M – $8.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Shade Tree Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Fortress Lending Fund IVAdviser 7.B Vehicle Private Credit 2025
$7.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Cherryrock Capital Fund I, L.P.Adviser 7.B Vehicle Growth Equity 2025
$7.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Audax Private Equity Fund VAdviser 7.B Vehicle Buyout 2025
$6.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Springblue A-V, L.P.Adviser 7.B Vehicle Private Equity 2024
$7.2M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Sculptor Capital, LPAdviser 7.B Vehicle Multi-Strategy 2024
$6.9M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Shade Tree Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Shade Tree Advisors (Family Office / MFO, $1.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 15.2% Actual; $11.3M Unallocated Target Bandwidth). SEC Form ADV (801-111885, CRD #289905) verified $1.41B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-16

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Shade Tree Advisors

348 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Shade Tree Advisors (12 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 2 Shared Vehicles

CalPERS

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Springblue A-V, L.P. (2024 Vintage)
Shade Tree Advisors: $7.2M · SEC Form ADV 7.B
CalPERS: $60.0M · CAFR / Board Packet (acfr-2024, p.134)

Additional shared vehicles: Three Pillars Flex Opportunities Fund, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

Pzena Investment Management

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Emergence Capital Partners VI (2022 Vintage)
Shade Tree Advisors: $7.5M · SEC Form ADV 7.B
Pzena Investment Management: $30.0M · SEC Form ADV 7.B

Additional shared vehicles: Springblue A-V, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

Vaduz Liechtenstein Charlevoix Sovereign Strategic Investment Fund

Sovereign Wealth Fund Europe / UK
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sculptor Capital, LP (2024 Vintage)
Shade Tree Advisors: $6.9M · SEC Form ADV 7.B
Vaduz Liechtenstein Charlevoix Sovereign Strategic Investment Fund: $98.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Springblue A-V, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+345 Additional Institutional LPs Report Shared Vehicles with Shade Tree Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Shade Tree Advisors

You are viewing 5 open public preview records (out of 12 total tracked records for Shade Tree Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (348 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Shade Tree Advisors

Private Equity LPs →Growth Equity LPs →Buyout LPs →Private Credit LPs →Multi-Strategy LPs →

Frequently Asked Questions: Shade Tree Advisors

What type of institutional allocator is Shade Tree Advisors and what is their typical disclosed ticket size?

Shade Tree Advisors is categorized under Family Office / MFO (Regional Roadshow Hub: Saratoga Springs, NY; Headquarters: Saratoga Springs, NY). Across 12 historical disclosure records tracked on Prilago ($77.3M total parsed USD across disclosed rows), the median disclosed amount is $7.2M (range: $2.0M to $8.3M).

Which private-market strategies appear in Shade Tree Advisors's public disclosures?

Shade Tree Advisors has disclosed records across Private Equity, Growth Equity, Buyout, Private Credit, Multi-Strategy. Open preview records include Fortress Lending Fund IV (2025 Vintage), Cherryrock Capital Fund I, L.P. (2025 Vintage), Audax Private Equity Fund V (2025 Vintage), Springblue A-V, L.P. (2024 Vintage).

How are Shade Tree Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Shade Tree Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Shade Tree Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/shade-tree-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Shade Tree Advisors?

In Prilago's bilateral commitment graph, Shade Tree Advisors shares resolved underlying fund vehicles with 348 institutional LPs across 12 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include CalPERS (2 shared vehicles, e.g. Springblue A-V, L.P. (2024 Vintage)), Pzena Investment Management (2 shared vehicles, e.g. Emergence Capital Partners VI (2022 Vintage)), Vaduz Liechtenstein Charlevoix Sovereign Strategic Investment Fund (2 shared vehicles, e.g. Sculptor Capital, LP (2024 Vintage)).

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