Shade Tree Advisors LLC

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Shade Tree Advisors LLC Overview

Type
Multi Family Office
Year Founded

General Information

Shade Tree Advisors LLC is a multi-family office headquartered in Saratoga Springs, United States. Founded in 2017, the firm supports affluent families with tax, estate and wealth management expertise, building comprehensive strategies while handling complex administrative needs. It manages assets exceeding $1 billion for a selective client roster—delivering integrated planning and investment oversight across portfolios, private funds and direct investments.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
12866, Saratoga Springs, New York, US, 268 Broadway, 101B

Portfolio & Notable Allocations

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