SHADE TREE ADVISORS LLC

CRD 289905File 801-111885

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.45B

Above cohort median (national)

Discretionary AUM

$1.41B

Non-discretionary $41.2M

Clients

152 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Oct 20, 2017
Principal office: 19 RAILROAD PLACE, SUITE 301, SARATOGA SPRINGS, NY, 12866
Phone: 518-290-9460
Website: HTTP://WWW.SHADETREEADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.45B
Discretionary AUM: $1.41B
Non-discretionary AUM: $41.2M
Discretionary accounts: 146
Non-discretionary accounts: 6
Total accounts: 152
AUM per client: $42.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$53.4M
High net worth individuals	24	$1.16B
Pooled investment vehicles	2	$234.3M
Individuals (other than high net worth individuals)	7	$3.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.