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Fund Manager

Shade Tree Advisors

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Shade Tree Advisors

Fund Manager

Primary Strategy: Private Equity

Year Founded: 2017

Number of Employees: 64

Year End: December

Description

Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial a

Contact

Website: Link to website

LinkedIn: linkedin.com/company/shade-tree-advisors-llc

Address

19 Railroad Place, Suite 301, Saratoga Springs, New York, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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