Shade Tree Partners Llc
- Regulatory AUM
- $63.0M
- Discretionary
- $38.0M
- Clients
- 70
- Avg AUM / client
- $900K
- Accounts
- 68
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 60 | $38.0M | 60.3% |
| Pension and profit sharing plans | 10 | $25.0M | 39.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Meadows Mental Health Policy Institute For Texas 401(k) Plan The Meadows Mental Health Policy Institute For Texas | 2024 | |
| Swc Group, Lp Retirement Savings Plan Swc Group, Lp | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Drew Martin Harris | Registered representative | Jul 2009 (17y) | ||
| Stanley Earnest Pyndus | Registered representative | Jul 2009 (17y) | ||
| Timothy Douglas Purser | Registered representative | Nov 2015 (11y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Meadows Mental Health Policy Institute For Texas 401(k) Plan | The Meadows Mental Health Policy Institute For Texas | 134 | $11.6M | 01/01/2024 |
| Swc Group, Lp Retirement Savings Plan | Swc Group, Lp | 114 | $3.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $25.0M (40% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗