Verified 10 Nov 2026
Shade Tree Advisors LLC
Shade Tree Advisors LLC is an independent multi-family office in Saratoga Springs, New York, that works with a small group of clients. It draws on tax, estate planning and wealth management expertise to build wealth plans and also handles the administration of complex financial affairs. Its Form ADV filed on 30 March 2026 reported $1.5 billion in regulatory assets for 24 clients.
- Type
- Multi-family office
- Location
- Saratoga Springs, New York, United States
- Sectors
- Public equities, Fixed income, Private equity
- Fund size / AUM
- $1.5B regulatory AUM (Form ADV, filed 2026-03-30)
- Latest fund or filing
- 30 Mar 2026
- Website
- www.shadetreeadvisors.com
Contacts on file
For Shade Tree Advisors LLC, the paid file holds: 2 named decision-makers with roles.
Get US family offices, $995 Free sample
One-time payment. No subscription. No account.
Sources
- adviserinfo.sec.gov/firm/summary/289905
- reports.adviserinfo.sec.gov/reports/ADV/289905/PDF/289905.pdf
- www.shadetreeadvisors.com/
- www.shadetreeadvisors.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 9 lists
Family offices in New York (68)Family offices that invest in fixed income (93)US family offices that invest in private equity (111)Family offices in the Northeast (112)Family offices that invest in private equity (177)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)