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 SEC‑registered independent registered investment adviser formed as an LLC in 2017. The firm positions itself as a capital allocator serving high‑net‑worth individuals, families and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles and the selection of third‑party managers. Fee arrangements include percentage of AUM, fixed fees and performance fees. The firm also serves as a sponsor/GP or managing member of pooled vehicles, indicating a hands‑on role in some direct investment 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
1 of 1ANDREI BELOV
Chief Investment OfficerCRD 6305769
Contacts
3 of 19MARK JENSEN
AnalystCRD 7376562
THOMAS BURKE
Investment Adviser RepresentativeCRD 2973390
Joshua Hipwell
Investment Adviser RepresentativeCRD 8109220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$122M in ETFs
100%
$122M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $81.7M | 254,654 | 67.09% |
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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