Shade Tree Advisors LLC
Independent multi-family office offering comprehensive wealth management, tax, and estate planning services for select high-net-worth individuals and families. Focuses on family office services, financial planning, portfolio management, and asset allocation, with an emphasis on discretion and administrative support for complex client finances.
Investment Strategy
Focuses on portfolio management, selection of other advisers, and asset allocation, primarily investing in publicly traded equities and ETFs, including major indices such as Vanguard Total Stock Market ETF (VTI), Vanguard Total International Stock ETF (VXUS), SPDR S&P 500 ETF (SPY), Vanguard Total Bond Market ETF (BND), and individual stocks like GlobalFoundries Inc. (GFS). The firm provides discretionary advisory services, serving high-net-worth individuals, pooling vehicles, and some individuals (non-high-net-worth).
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 67.67% | $77.4M | 254,614 | $290.93 | $303.93 | +$13.0M |
V VXUS | VANGUARD STAR FDS | 10.20% | $11.7M | 168,828 | $59.79 | $69.09 | +$1.5M |
B BND | VANGUARD BD INDEX FDS | 4.27% | $4.9M | 66,251 | $72.21 | $73.63 | +$844.6K |
G GFS | GLOBALFOUNDRIES INC | 3.97% | $4.5M | 118,750 | $42.91 | $38.20 | +$153.2K |
V VTEB | VANGUARD MUN BD FDS | 3.81% | $4.4M | 88,889 | $49.94 | $49.03 | +$676.1K |