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SHADE TREE ADVISORS LLC

SARATOGA SPRINGS, NY · CRD 289905 · IAPD ↗ · shadetreeadvisors.com · 518-290-9460

$1.45BRegulatory AUM
21Advisory reps
66Employees
63Clients
51-100Planning clients
2Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — SHADE TREE ADVISORS LLC reported RAUM up 42% ($1.03B -> $1.45B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — SHADE TREE ADVISORS LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — SHADE TREE ADVISORS LLC crossed $1B in regulatory AUM ($794.7M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2024 — SHADE TREE ADVISORS LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — SHADE TREE ADVISORS LLC reported RAUM up 28% ($619.0M -> $794.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2024 — SHADE TREE ADVISORS LLC grew from 17 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.