Shade Tree Advisors LLC
Firm details
- Headquarters
- Saratoga Springs, New York
- CRD number
- 289905
- Registered since
- October 20, 2017
- Website
- www.shadetreeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI79.96%
- Pooled Investment Vehicles16.11%
- Corporations / Businesses3.67%
- Individuals0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Shade Tree Advisors LLC is an independent registered investment adviser formed in 2017 and organized as an LLC. The firm serves both individuals/families and institutional clients and acts as a capital allocator and sponsor of pooled vehicles. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of other advisers. Fee arrangements are mixed — percentage of AUM, fixed fees, and performance-based fees are all used. The firm is not listed as an active ESG investor and is not designated as a multi-state adviser on its record.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds32%
- Exchange Traded Equities29%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds13%
- State & Local Bonds3%
Owners & executives
1 of 1
Andrei Belov
Chief Investment OfficerCRD 6305769
Contacts
3 of 19
Mark Jensen
AnalystCRD 7376562
Thomas Burke
Investment Adviser RepresentativeCRD 2973390
Joshua Hipwell
Investment Adviser RepresentativeCRD 8109220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$151M in ETFs
100%
$151M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $93.3M | 252,227 | 61.98% |
Location
Saratoga Springs, NY
Saratoga
Location
Saratoga Springs, NY
Headquartered in Saratoga Springs, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Saratoga
- Address
- 19 Railroad Pl
- Time zone
- ET (UTC-5)
- Office locations
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