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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 29, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GEORGE, JESSE, OAK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, JESSE, OAK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, JESSE, OAK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, JESSE, OAK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, JESSE, OAK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, JESSE, OAK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER | NA | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER | NA | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER | NA | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER | NA | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER | NA | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER | NA | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER | NA | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER | NA | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER | NA | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER | NA | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER | NA | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER | NA | Control |
| GEORGE, JESSE, OAK | I | PRESIDENT | NA | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER | NA | Control |
| GEORGE, JESSE, OAK | I | PRESIDENT | NA | Control |
| GEORGE, JESSE, OAK | I | PRESIDENT | NA | Control |
| GEORGE, JESSE, OAK | I | PRESIDENT | NA | Control |
| GEORGE, JESSE, OAK | I | PRESIDENT | NA | Control |
| GEORGE, JESSE, OAK | I | PRESIDENT | NA | Control |
| GEORGE, JESSE, OAK | I | PRESIDENT | NA | Control |
| GEORGE, JESSE, OAK | I | PRESIDENT | NA | Control |
| GEORGE, JESSE, OAK | I | PRESIDENT | NA | Control |
| GEORGE, JESSE, OAK | I | PRESIDENT | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORAN, BRIDGET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACHERONE, TIMOTHY, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| MACHERONE, TIMOTHY, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| MACHERONE, TIMOTHY, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| MACHERONE, TIMOTHY, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| MACHERONE, TIMOTHY, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| MACHERONE, TIMOTHY, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| MACHERONE, TIMOTHY, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| MACHERONE, TIMOTHY, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| MACHERONE, TIMOTHY, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| MACHERONE, TIMOTHY, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| MACHERONE, TIMOTHY, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| MACHERONE, TIMOTHY, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| MACHERONE, TIMOTHY, CHARLES | I | CHIEF OPERATING OFFICER | NA | Control |
| SALISBURY, MATTHEW, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SALISBURY, MATTHEW, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SALISBURY, MATTHEW, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SALISBURY, MATTHEW, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SALISBURY, MATTHEW, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SALISBURY, MATTHEW, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GEORGE, JESSE, OAK | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | Control |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | Control |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | Control |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | Control |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | Control |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | Control |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | Control |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | Control |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | Control |
| OAK LEAF HOLDINGS LLC | DE | OWNER | E | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| GEORGE, JESSE, OAK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| KNAPP, ADRIENNE, MARIE | I | MANAGING MEMBER | C | Control |
| KNAPP, ADRIENNE, MARIE | I | MANAGING MEMBER | C | Control |
| KNAPP, ADRIENNE, MARIE | I | MANAGING MEMBER | C | Control |
| KNAPP, ADRIENNE, MARIE | I | MANAGING MEMBER | C | Control |
| SEAGROATT, AMY, SUE | I | MANAGING MEMBER | C | Control |
| SEAGROATT, AMY, SUE | I | MANAGING MEMBER | C | Control |
| SEAGROATT, AMY, SUE | I | MANAGING MEMBER | C | Control |
| SEAGROATT, AMY, SUE | I | MANAGING MEMBER | C | Control |
| BONI, KYLE, PAUL | I | MEMBER | A | Control |
| BONI, KYLE, PAUL | I | MEMBER | A | Control |
| BONI, KYLE, PAUL | I | MEMBER | A | Control |
| BONI, KYLE, PAUL | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | F | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | F | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | F | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | F | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | F | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | F | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| KNAPP, ADRIENNE, MARIE | I | OAK LEAF HOLDINGS LLC | F | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | F | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | F | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | F | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | F | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | F | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | F | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | F | Control |
| Davis, Marna, O. | I | OSPREY LANE HOLDINGS, LLC | E | Control |
| Davis, Marna, O. | I | OSPREY LANE HOLDINGS, LLC | E | Control |
| Davis, Marna, O. | I | OSPREY LANE HOLDINGS, LLC | E | Control |
| Davis, Marna, O. | I | OSPREY LANE HOLDINGS, LLC | E | Control |
| Davis, Marna, O. | I | OSPREY LANE HOLDINGS, LLC | E | Control |
| Davis, Marna, O. | I | OSPREY LANE HOLDINGS, LLC | E | Control |
| Davis, Marna, O. | I | OSPREY LANE HOLDINGS, LLC | E | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| GEORGE, JESSE, OAK | I | OAK LEAF HOLDINGS LLC | C | Control |
| OSPREY LANE HOLDINGS, LLC | DE | SP OLH HOLDINGS | C | Control |
| OSPREY LANE HOLDINGS, LLC | DE | SP OLH INVESTORS, LLC | C | Control |
| OSPREY LANE HOLDINGS, LLC | DE | SP OLH INVESTORS, LLC | C | Control |
| OSPREY LANE HOLDINGS, LLC | DE | SP OLH INVESTORS, LLC | C | Control |
| OSPREY LANE HOLDINGS, LLC | DE | SP OLH INVESTORS, LLC | C | Control |
| OSPREY LANE HOLDINGS, LLC | DE | SP OLH HOLDINGS LLC | C | Control |
| OSPREY LANE HOLDINGS, LLC | DE | SP OLH HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SEAGROATT, AMY, SUE | I | OAK LEAF HOLDINGS LLC | C | Control |
| SP OLH HOLDINGS | DE | OAK LEAF HOLDINGS LLC | C | |
| SP OLH HOLDINGS LLC | DE | OAK LEAF HOLDINGS LLC | C | |
| SP OLH HOLDINGS LLC | DE | OAK LEAF HOLDINGS LLC | C | |
| SP OLH INVESTORS, LLC | DE | OAK LEAF HOLDINGS LLC | C | |
| SP OLH INVESTORS, LLC | DE | OAK LEAF HOLDINGS LLC | C | |
| SP OLH INVESTORS, LLC | DE | OAK LEAF HOLDINGS LLC | C | |
| SP OLH INVESTORS, LLC | DE | OAK LEAF HOLDINGS LLC | C |
Registrations
Federal
IA
Jul 29, 2025 REGISTERED
Notice Filings (8)
CA CT FL GA NH NJ NY TX
Address
19 RAILROAD PLACESUITE 301
SARATOGA SPRINGS, NY 12866
United States
Phone: 518-290-9460