Shade Tree Advisors LLC
Shade Tree Advisors LLC is a multi-family office headquartered in Saratoga Springs, United States.

Shade Tree Advisors LLC
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.
General information
Firm type
Multi Family Office
Year founded
2017
AUM
—
Location
Region
North America
Country
—
City
Saratoga Springs
Corporate office
19 Railroad Place Suite 301
Frequently asked questions
What is Shade Tree Advisors LLC?
Shade Tree Advisors LLC is a multi family office headquartered in Saratoga Springs.
When was Shade Tree Advisors LLC founded?
Shade Tree Advisors LLC was founded in 2017.
Where is Shade Tree Advisors LLC headquartered?
Shade Tree Advisors LLC is headquartered in Saratoga Springs, in the North America region.
How many professionals work at Shade Tree Advisors LLC?
Altss tracks approximately 43 professionals associated with Shade Tree Advisors LLC.
What does Altss track for Shade Tree Advisors LLC?
Altss maintains an OSINT-verified profile of Shade Tree Advisors LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Shade Tree Advisors LLC's website?
Shade Tree Advisors LLC's public website is www.shadetreeadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Shade Tree Advisors LLC?
Shade Tree Advisors LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Shade Tree Advisors LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Shade Tree Advisors LLC?
Shade Tree Advisors LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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