Shade Tree Advisors is an independent multi-family office with a carefully chosen set of affluent clients. Its work centers on wealth management, tax and estate planning, using customized financial strategies that cover the full range of a client's financial needs, with an emphasis on wealth growth and protection. Administrative support for managing complex financial situations is also available. The approach puts discretion, responsiveness and streamlined handling of financial affairs first, protecting assets and confidentiality. Its solutions are tailored and adapt as client needs evolve, supporting long-term financial stability.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
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