Family Office - Multi • Saratoga Springs, United States

Shade Tree Advisors

Shade Tree Advisors is a family office - multi based in Saratoga Springs, United States, founded in 2017. Verified contact details, AUM data, and investment preferences on FindLPs.

$800M
Assets Under Mgmt
2017
Year Founded
Family Office - Multi
Investor Type
Saratoga Springs, United States
Headquarters
About

Shade Tree Advisors

Shade Tree Advisors is an independent, multi-family office serving a select group of affluent clients. The firm focuses on wealth management, tax, and estate planning, providing customized financial strategies to address clients' comprehensive financial needs, with an emphasis on wealth growth and protection. The firm also offers administrative support to manage complex financial situations. Their approach prioritizes discretion, responsiveness, and streamlined management of financial affairs, ensuring asset protection and confidentiality. Shade Tree Advisors provides tailored solutions that adapt to clients' evolving needs, ensuring long-term financial stability.

Investment Focus

What Shade Tree Advisors Invests In

Investment types: Buyout, Private Equity, Growth/Expansion, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage

Sectors & themes: Commercial & Professional Services, Finance, Financial Services, Professional Business Services, Business & Administrative Services, Investment Management, Legal & Tax Services, Wealth & Estate Planning, Diversified Finance Consulting

Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States

Location: 19 Railroad Place\nSuite 301\nSaratoga Springs\nNew York\n12866\nUnited States

Contact Shade Tree Advisors

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.