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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-30-2009
- Office Locations
- 1
Office Locations
About Shade Tree Partners LLC
Shade Tree Investment Advisors provides consulting to 401(k) defined contribution plans and investment management for individuals, with a service model focused on plan-level investment oversight and guidance for fiduciaries. The team is led by securities-industry veteran Bodie Pyndus, a charter member of the Investment Management Consultants Association (IMCA), and offers a 401(k) video library to support plan education and decision-making.
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Investment Themes
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Owner & Executives
DREW MARTIN HARRIS
Partner
- CRD
- #4608773
- Ownership
- 50% but less than 75%
STANLEY EARNEST PYNDUS JR
Founding Partner, Partner
- CRD
- #803186
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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TIMOTHY DOUGLAS PURSER
--
- CRD
- #368966
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,000,000 | -- |
| Non-Discretionary | $25,000,000 | -- |
| Total | $63,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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