DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

St Community Housing Investment Partners I LLC

Private Equity Fundadvised byShade Tree Advisors LLCindependent RIA805-3051467237IAPD
Gross asset value
$61.8M
as of Mar 30, 2026; not a fund size
Peak GAV
$66.3M
highest filing
Owners
53
beneficial owners reported
Minimum investment
$10,000
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
17 filings
Mar 29, 2021 to Mar 30, 2026
Reporting history
one row per Form ADV filing
Gross asset value$62.0M as of Nov 8, 2024
Mar 29, 2021$0 then
Owners53 as of Nov 8, 2024
Mar 29, 202125 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
feederreported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
yes, 14% of the adviser's clients investedreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Charles Schwab & Co., Inc.
    San Francisco, California
  • First Republic Bank
    New York, New York
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
1.0%reportedadviser and related persons