SHADE TREE ADVISORS LLC
CRD #289905 SEC #801-111885 SARATOGA SPRINGS, NY 518-290-9460
SEC Registered Private Funds
Total AUM
$1B
Discretionary
$1B
Employees
64
Clients
51
Accounts
124
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1B | $1B | $0 | 64 | 68 |
| Jun 2025 | $1B | $1B | $0 | 64 | 68 |
| Mar 2025 | $1B | $1B | $0 | 64 | 68 |
| Nov 2024 | $794.7M | $794.7M | $0 | 56 | 59 |
| Sep 2024 | $794.7M | $794.7M | $0 | 56 | 59 |
| Sep 2024 | $794.7M | $794.7M | $0 | 56 | 59 |
| Sep 2024 | $794.7M | $794.7M | $0 | 56 | 59 |
| Aug 2024 | $794.7M | $794.7M | $0 | 56 | 59 |
| Mar 2024 | $794.7M | $794.7M | $0 | 56 | 59 |
| Nov 2023 | $619M | $507.5M | $111.5M | 50 | 52 |
| Aug 2023 | $619M | $507.5M | $111.5M | 50 | 52 |
| Jul 2023 | $619M | $507.5M | $111.5M | 50 | 52 |
| Jun 2023 | $619M | $507.5M | $111.5M | 50 | 52 |
| Mar 2023 | $619M | $507.5M | $111.5M | 50 | 52 |
| Aug 2022 | $272.8M | $272.8M | $0 | 44 | 51 |
| Apr 2022 | $272.8M | $272.8M | $0 | 44 | 51 |
| Mar 2022 | $272.8M | $272.8M | $0 | 44 | 51 |
| Mar 2022 | $272.8M | $272.8M | $0 | 44 | 51 |
| Apr 2021 | $226.8M | $149.2M | $77.6M | 36 | 49 |
| Mar 2021 | $226.8M | $149.2M | $77.6M | 36 | 49 |
| Apr 2020 | $63.4M | $63.4M | $0 | 30 | 46 |
| Mar 2020 | $63.4M | $63.4M | $0 | 30 | 46 |
| Mar 2020 | $63.4M | $63.4M | $0 | 30 | 46 |
| Jan 2020 | $28.4M | $28.4M | $0 | 17 | 24 |
| Sep 2019 | $28.4M | $28.4M | $0 | 17 | 24 |
| Aug 2019 | $28.4M | $28.4M | $0 | 17 | 24 |
| Jul 2019 | $28.4M | $28.4M | $0 | 17 | 24 |
| Mar 2019 | $28.4M | $28.4M | $0 | 17 | 24 |
| Mar 2019 | $67.4M | $67.4M | $0 | 12 | 16 |
| Feb 2018 | $67.4M | $67.4M | $0 | 12 | 16 |
| Feb 2018 | $67.4M | $67.4M | $0 | 12 | 16 |
| Nov 2017 | $0 | $0 | $0 | 9 | 0 |
| Sep 2017 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees64
Clients68
DateJun 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees64
Clients68
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees64
Clients68
DateNov 2024
Total AUM$794.7M
Discretionary$794.7M
Non-Disc.$0
Employees56
Clients59
DateSep 2024
Total AUM$794.7M
Discretionary$794.7M
Non-Disc.$0
Employees56
Clients59
DateSep 2024
Total AUM$794.7M
Discretionary$794.7M
Non-Disc.$0
Employees56
Clients59
DateSep 2024
Total AUM$794.7M
Discretionary$794.7M
Non-Disc.$0
Employees56
Clients59
DateAug 2024
Total AUM$794.7M
Discretionary$794.7M
Non-Disc.$0
Employees56
Clients59
DateMar 2024
Total AUM$794.7M
Discretionary$794.7M
Non-Disc.$0
Employees56
Clients59
DateNov 2023
Total AUM$619M
Discretionary$507.5M
Non-Disc.$111.5M
Employees50
Clients52
DateAug 2023
Total AUM$619M
Discretionary$507.5M
Non-Disc.$111.5M
Employees50
Clients52
DateJul 2023
Total AUM$619M
Discretionary$507.5M
Non-Disc.$111.5M
Employees50
Clients52
DateJun 2023
Total AUM$619M
Discretionary$507.5M
Non-Disc.$111.5M
Employees50
Clients52
DateMar 2023
Total AUM$619M
Discretionary$507.5M
Non-Disc.$111.5M
Employees50
Clients52
DateAug 2022
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees44
Clients51
DateApr 2022
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees44
Clients51
DateMar 2022
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees44
Clients51
DateMar 2022
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees44
Clients51
DateApr 2021
Total AUM$226.8M
Discretionary$149.2M
Non-Disc.$77.6M
Employees36
Clients49
DateMar 2021
Total AUM$226.8M
Discretionary$149.2M
Non-Disc.$77.6M
Employees36
Clients49
DateApr 2020
Total AUM$63.4M
Discretionary$63.4M
Non-Disc.$0
Employees30
Clients46
DateMar 2020
Total AUM$63.4M
Discretionary$63.4M
Non-Disc.$0
Employees30
Clients46
DateMar 2020
Total AUM$63.4M
Discretionary$63.4M
Non-Disc.$0
Employees30
Clients46
DateJan 2020
Total AUM$28.4M
Discretionary$28.4M
Non-Disc.$0
Employees17
Clients24
DateSep 2019
Total AUM$28.4M
Discretionary$28.4M
Non-Disc.$0
Employees17
Clients24
DateAug 2019
Total AUM$28.4M
Discretionary$28.4M
Non-Disc.$0
Employees17
Clients24
DateJul 2019
Total AUM$28.4M
Discretionary$28.4M
Non-Disc.$0
Employees17
Clients24
DateMar 2019
Total AUM$28.4M
Discretionary$28.4M
Non-Disc.$0
Employees17
Clients24
DateMar 2019
Total AUM$67.4M
Discretionary$67.4M
Non-Disc.$0
Employees12
Clients16
DateFeb 2018
Total AUM$67.4M
Discretionary$67.4M
Non-Disc.$0
Employees12
Clients16
DateFeb 2018
Total AUM$67.4M
Discretionary$67.4M
Non-Disc.$0
Employees12
Clients16
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0