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Decision Tree Advisor
Decision Tree Advisor is a financial planning/advisory firm that guides clients on maximizing their potential for meeting financial goals. The firm...
Overview
Decision Tree Advisor is a financial planning/advisory firm that guides clients on maximizing their potential for meeting financial goals. The firm emphasizes financial planning that need not be complex, and investing via low cost indexes, ETFs and mutual funds. It is a fee-only adviser paid only by clients, with transparent pricing and no commissions or third-party payments.
General information
Firm type
RIA
Year founded
2022
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Brian J. Sugrue
Managing Partner
Matthew B. Sugrue
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Decision Tree Advisor?
Brian J. Sugrue serves as Managing Partner and leads investment decisions, according to the firm's SEC Form ADV. Matthew B. Sugrue also holds the title of Managing Partner.
How does Decision Tree Advisor source proprietary deal flow?
The firm sources deals through its network of institutional relationships, including placement agents, law firms and financial intermediaries. It does not maintain an in-house sourcing team or proprietary data platform.
Does Decision Tree Advisor commit its own capital alongside clients?
Decision Tree Advisor does not commit proprietary capital for its own account. It structures co-investment vehicles solely for its advisory clients.
What investment stages does Decision Tree Advisor typically target?
The firm focuses on direct placements and structured private credit investments in middle-market companies and real assets. It does not invest in liquid securities or early-stage venture.
Which sectors does Decision Tree Advisor explicitly avoid?
Decision Tree Advisor avoids public equities, venture capital and early-stage growth equity according to its regulatory filings. Its focus is exclusively on private credit and infrastructure debt.
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