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Firm profile

Shade Tree Advisors LLC

SARATOGA SPRINGS, NYCRD 289905Latest ADV March 30, 2026

Shade Tree Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saratoga Springs, NY. Its latest Form ADV filing, dated March 30, 2026, reports $1.5B in regulatory assets under management, 66 employees, 3 offices, and 152 accounts.

Assets Under Management
$1.5B
Employees
66
Offices
3 offices
Total Clients
34
Primary office
SARATOGA SPRINGS, NY
19 RAILROAD PLACE, SUITE 301, SARATOGA SPRINGS, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJesse O. George
CCOBridget Horan

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 70.6% of total clients.
Top client categories% of clientsClients
1
HNWI
70.6%
24
2
Individuals
20.6%
7
3
Pooled Investment Vehicles
5.9%
2
4
Corporations
2.9%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.5Bas of March 30, 2026
Discretionary97.2%
$1.4B
97% of total RAUM97.2%
Non-discretionary2.8%
$41M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.5B
Total Accounts152
10Y AUM Change+$1.5B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees66
Clients per Employee1:1
10Y Employee Change+65 (+6500.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.