| Owner | Title | From | %Ownership |
|---|---|---|---|
| George, Jesse, Oak | Managing Member | 03/2020 | < 5% |
| Oak Leaf Holdings LLC | Owner | 02/2019 | > 75% |
| George, Jesse, Oak | President | 02/2019 | 25-50% |
| Seagroatt, Amy, Sue | Managing Partner | 02/2019 | 25-50% |
| Knapp, Adrienne, Marie | Managing Partner | 02/2019 | |
| Horan, Bridget | Chief Compliance Officer | 03/2022 | < 5% |
| Macherone, Timothy, Charles | Chief Operating Officer | 02/2022 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Shade Tree Advisors LLC | $619.01 mm | |
| ST Community Housing Investment Partners I LLC | $66.29 mm | Private Equity Fund |
