Shade Tree Advisors Overview

  • Type
  • Family Office (Multi)

  • Year Founded
  • 2017

Year Founded

  • Professionals
  • 21

Professionals

  • AUM

Shade Tree Advisors General Information

Description

Shade Tree Advisors is a multi-family office based in Saratoga Springs, New York. Established in 2017, the firm provides services to a defined group of clients. Its services include tax planning, estate planning, and wealth management, as well as administrative support for the management of complex financial matters. The assets are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.shadetreeadvisors.com
Year Founded
2017
Open To Secondaries
Open To First Time Funds
Institution Type
Family Office (Multi)
Primary Contact
Title
Managing Partner
Email
je
Phone
+1 (518)
Corporate Office
  • 19 Railroad Place
  • Suite 301
  • Saratoga Springs, NY 12866
  • United States
+1 (518)

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Shade Tree Advisors Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Shade Tree Advisors Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Shade Tree Advisors FAQs

  • When was Shade Tree Advisors founded?

    Shade Tree Advisors was founded in 2017.

  • Where is Shade Tree Advisors headquartered?

    Shade Tree Advisors is headquartered in Saratoga Springs, NY.

  • How many Assets Under Management (AUM) does Shade Tree Advisors have?

    Shade Tree Advisors has in assets under management.

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