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Shade Tree Advisors LLC

Multifamily office listing in Saratoga Springs, New York, United States.

  • SEC-registered
Regulatory AUM
$1.5 billion
Employees
66
Clients
51-100
Published minimum
$5,000

Independent multi-family office providing tax, estate-planning and wealth-management guidance to a select group of clients.

Overview

Shade Tree Advisors describes itself as an independent multi-family office serving a select group of clients. The firm develops comprehensive wealth strategies for complex financial situations and provides administrative resources to help manage and safeguard clients’ financial affairs.

Services

The firm offers family-office and wealth-planning services, financial planning, portfolio management, asset-allocation guidance and selection of other advisers. Its investment services may be nondiscretionary or discretionary, including authority to select, retain or replace third-party managers.

Shade Tree Advisors reports advising on equities, corporate and municipal debt, mutual funds, exchange-traded funds, real estate, partnerships, derivatives and structured notes. It monitors client investments on an ongoing basis and reviews accounts at least annually when an investment account is opened.

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Administration and bill pay
  • Private and alternative investments

Client Focus

Shade Tree Advisors works with a select group of clients whose financial circumstances may require coordinated tax, estate-planning, investment and administrative support. The firm emphasizes discretion and responsiveness in its client service.

Approach

The firm combines tax, estate-planning and wealth-management expertise to build comprehensive strategies around complex financial situations. Its service model can include ongoing investment oversight and coordination with outside managers and advisers.

Assets and Minimums

Shade Tree Advisors reports that it generally does not require a minimum account size but applies a minimum advisory fee of $5,000. The firm charges asset-based and fixed fees, and its regulatory disclosure identifies performance-based fees among its compensation types.

Investment advisory services are offered through Shade Tree Advisors LLC, which the firm identifies as a registered investment adviser.

By the numbers

Regulatory AUM by year$0K$400M$800M$1.2B$1.6B20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 289905. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2018$67 million$67 million$0
2019$28 million$28 million$0
2020$63 million$63 million$0
2021$227 million$149 million$78 million
2022$273 million$273 million$0
2023$619 million$507 million$112 million
2025$1.0 billion$1.0 billion$0
2026$1.5 billion$1.4 billion$41 million
Average AUM per client by year$0K$12M$24M$35M$47M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 289905. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$3 million
2019$28 million
2020$32 million
2021$21 million
2022$17 million
2023$28 million
2025$32 million
2026$43 million
Clients by type (2026)High net worth individuals24Individuals7Pooled investment vehicles2Corporations1
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 289905. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals7
High net worth individuals24
Pooled investment vehicles2
Corporations1
Employees by year01836547320182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 289905. As of .
Employees reported on Form ADV
YearEmployees
201812
201917
202030
202136
202244
202350
202564
202666

Ranks #11 of 22 SEC-registered firms in NY on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 289905. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What type of firm is Shade Tree Advisors?

Shade Tree Advisors describes itself as an independent multi-family office serving a select group of clients.

What services does the firm provide?

Services include family-office support, wealth planning, financial planning, portfolio management, asset allocation, investment monitoring and selection of other advisers.

Does Shade Tree Advisors require a minimum account size?

The firm reports that it generally does not require a minimum account size, although it applies a minimum advisory fee of $5,000.

  • LocationMultifamily offices in New York

    This page helps families and business owners compare multi-family office options in New York. It can provide regional context when assessing services such as investment management, tax planning, estate coordination, and bill pay for a closely held group of clients.

  • Network siteCapitalGainsTax.com

    CapitalGainsTax.com offers practical background on capital gains taxes and planning approaches. A prospective client can use these guides to prepare questions about investment sales, private holdings, tax planning, and how tax considerations fit with broader financial planning.

  • GuideMFO vs SFO vs virtual family office

    This comparison explains how multi-family offices differ from single-family offices and virtual family offices. It helps a family or business owner consider which structure fits needs such as administration, investment management, private investments, and the level of shared or dedicated support desired.

  • GuideThe annual MFO review

    The annual MFO review gives readers a way to examine multi-family office firms and industry developments over time. Reviewing it can help a prospective client organize questions about investment management, financial planning, tax work, administration, and service for a select client base.

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    Profiles of Bessemer Trust, Ehrenkranz Partners, and TAG Associates Florida, LLC offer additional points of comparison on this site. A reader can review how other firms describe investment, tax, planning, administration, and private investment services before speaking with a multi-family office.

Sources

  1. Shade Tree Advisors
  2. Shade Tree Advisors Form CRS

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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