Shade Tree Advisors LLC
Firm details
- Headquarters
- Saratoga Springs, New York
- CRD number
- 289905
- Registered since
- October 20, 2017
- Website
- www.shadetreeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI79.96%
- Pooled Investment Vehicles16.11%
- Corporations / Businesses3.67%
- Individuals0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Shade Tree Advisors LLC is an independent RIA and capital allocator that provides portfolio management and financial planning to high‑net‑worth individuals, families and institutions. The firm is registered with the SEC (registered in 2017) and offers a mix of fee arrangements, including percentage‑of‑AUM, fixed fees and performance‑based fees. Advisory services described in filings include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third‑party advisers. The firm also appears to serve as a sponsor/GP and managing member of pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds32%
- Exchange Traded Equities29%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds13%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$160M in ETFs
100%
$160M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $97.1M | 259,544 | 60.82% |
Location
Saratoga Springs, NY
Saratoga
Location
Saratoga Springs, NY
Headquartered in Saratoga Springs, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Saratoga
- Address
- 19 Railroad Pl
- Time zone
- ET (UTC-5)
- Office locations
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