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Decision Tree Advisor
DECISION TREE ADVISOR is an SEC-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1 investment...
Decision Tree Advisor
DECISION TREE ADVISOR is an SEC-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
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.
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