Updated:
Decision Tree Advisor
Decision Tree Advisor was founded as an RIA registered with the SEC, led by Managing Partners Brian J. Sugrue and Matthew B.
Decision Tree Advisor
Decision Tree Advisor was founded as an RIA registered with the SEC, led by Managing Partners Brian J. Sugrue and Matthew B. Sugrue (per FINRA BrokerCheck, 2025). The firm operates from a single office in New York City, serving a client base of family offices and accredited investors. The firm targets private credit, infrastructure debt and real estate-related investments, with a focus on senior secured, asset-backed and cash-flow-generating structures. Decision Tree Advisor seeks to provide capital solutions for middle-market companies and real asset owners. Confirmed portfolio holdings are not publicly disclosed. Decision Tree Advisor maintains a lean team structure, with no additional offices publicly identified. The firm does not manage commingled funds; instead, it structures individual co-investment vehicles and sidecar arrangements for each mandate. There are no publicly disclosed philanthropic vehicles or operating-company relationships associated with the firm. The firm's structural differentiator is its position as a pure, relationship-driven RIA that offers bespoke credit and infrastructure access without operating a multi-family office platform. Decision Tree Advisor does not have a principal investing or proprietary capital base, which distinguishes it from larger family-office-backed asset managers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
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.
Is Decision Tree Advisor structured as a single family office or an RIA?
Decision Tree Advisor is registered as a standalone SEC-registered investment advisor (RIA), not a family office. It serves multiple clients including family offices and accredited investors, not a single family.
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.
Does Decision Tree Advisor maintain philanthropic structures, and how are they separated?
Decision Tree Advisor does not operate any separate philanthropic foundation or donor-advised fund. Its charitable giving, if any, is conducted by the principals personally and is not disclosed publicly.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: