# Shade Tree Advisors

Shade Tree Advisors is a Multi Family Office based in Saratoga Springs, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Saratoga Springs, United States
- **Region:** North America
- **Address:** Saratoga Springs, New York, United States
- **Founded:** 2017
- **Assets under management:** $1B+ (Altss estimate)
- **Website:** www.shadetreeadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/shade-tree-advisors-llc

## Regulatory record

- **CRD number:** 289905
- **SEC file number:** 801-111885
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289905

## About

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.

## Sectors

- Real Estate
- Private Equity
- Private Credit
- Hedge Funds
- Digital Assets

## People

- Michael J. Lobsinger — Managing Member and Founder
- Meghan Grayson — Director of Operations

## 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.

### 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.

## Related profiles

- [Generational Capital Management](https://altss.com/profile/generational-capital-management)
- [Compagnie du Bois Sauvage](https://altss.com/profile/compagnie-du-bois-sauvage)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/shade-tree-advisors-llc

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