Shade Tree Advisors LLC

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Shade Tree Advisors LLC Overview

Type

Multi Family Office

Year Founded

2017

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

Website:
http://www.shadetreeadvisors.com

Year Founded:
2017

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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