Shade Tree Advisors LLC

Overview

Shade Tree Advisors LLC is an SEC registered investment adviser based in Saratoga Springs, NY, registered since 2017. It reports $1.5B in assets under management across 152 accounts, with 66 employees. It has 20 investment adviser representatives.

Reported AUM

$1.5B

Discretionary

97%

Accounts

152

Average account

$9.6M

Employees

66

Advisory reps

20

Registered since

2017

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Jesse Oak George President CRD 5407852
• Bridget Horan Chief Compliance Officer CRD 5610505

Advisory reps 3 of 20

• Andrei A Belov Investment Adviser Rep CRD 6305769
• Kyle Paul Boni Investment Adviser Rep CRD 6110530
• Thomas A Burke Investment Adviser Rep CRD 2973390

17 more advisory reps, with emails, phones and branch locations

Location

Headquarters

19 Railroad Pl Ste 301
Saratoga Springs, NY 12866

County

Saratoga

Metro area

Albany-Schenectady-Troy, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: shadetreeadvisors.com

Every state, with registration dates

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