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Shade Tree Advisors
Shade Tree Advisors was established in 2017 by Michael J. Lobsinger. The firm operates as a multi-family office wholly owned by Oak Leaf Holdings and maintains...
Shade Tree Advisors
Shade Tree Advisors was established in 2017 by Michael J. Lobsinger. The firm operates as a multi-family office wholly owned by Oak Leaf Holdings and maintains its headquarters in Saratoga Springs, New York. Investment activity spans private equity, real estate, private credit, hedge funds, commodities, natural resources and digital assets. The firm executes through fund-of-funds commitments, direct co-investments and SPVs. Geographic reach remains concentrated in North America. Holdings include positions in the Fidelity Wise Origin Bitcoin Fund plus commercial and residential real estate vehicles in Vermont. The team includes Director of Operations Meghan Grayson. Shade Tree Advisors maintains a private foundation and holds membership in Worth Leading Advisors, recognized by Worth Magazine in 2024 and 2025. No dated operational events from the last 24 months appear in available records. The firm sits under a parent holding company structure that separates operating activities from client mandates.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
Saratoga Springs
Corporate office
Saratoga Springs, New York, United States
Principals
Michael J. Lobsinger
Managing Member and Founder
Meghan Grayson
Director of Operations
Sector focus
Frequently asked questions
Who runs investment decisions at Shade Tree Advisors?
Michael J. Lobsinger serves as Managing Member and Founder. He oversees the firm's investment and client strategy from the Saratoga Springs headquarters.
Is Shade Tree Advisors structured as a single family office or multi-family office?
The firm operates as a multi-family office. It serves multiple affluent families rather than a single family branch.
What asset classes does Shade Tree Advisors deploy into?
Confirmed exposures include private equity, real estate, private credit, hedge funds, commodities, natural resources and digital assets.
Does Shade Tree Advisors participate in fund commitments or direct deals?
The firm uses both fund-of-funds commitments and direct co-investments through SPVs.
Where does Shade Tree Advisors maintain real asset holdings?
Real asset positions include commercial property at 97 Executive Dr, Shelburne, VT and residential property at 360 Sledrunner Rd, Shelburne, VT.
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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