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SHADE TREE ADVISORS LLC
CRD 289905 · SEC 801-111885
19 RAILROAD PLACE, SUITE 301, SARATOGA SPRINGS, NY, 12866, United States
Phone
518-290-9460
Fax
518-691-9427
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.45B
Discretionary AUM
$1.41B
Team
66 total employees; 21 advisory reps; 63 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersWEALTH MANAGEMENT; FAMILY OFFICE; & ASSET ALLOCATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.7M |
| High net worth individuals | 24 | $1.16B |
| Pooled investment vehicles | 2 | $234.3M |
| Corporations/business entities | 1 | $53.4M |
States served
CA, GA, NJ, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD