ST
SHADE TREE ADVISORS LLC
SEC RegisteredSARATOGA SPRINGS, NYhttps://shadetreeadvisors.com518-290-9460
Assets Under Management
$1B–$5B
Employees
66
Office Locations
4 offices
Total Accounts
152
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesState/Municipal
Services
Private funds / alternatives
Private Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7 | $3.7M |
| High Net Worth Individuals | 24 | $1.2B |
| Pension/Profit Sharing Plans | 2 | $234M |
63 total clients reported on Form ADV.
Leadership
Adrienne Marie Knapp
MANAGING MEMBER
Jesse Oak George
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER
Amy Sue Seagroatt
MANAGING MEMBER
Kyle Paul Boni
MEMBER
Office locations
4 offices in 1 state
NY
SARATOGA SPRINGSHQ
NY
NEW YORK
Advisors at this firm
18 advisors in the directory
Andrei A Belov
Investment Adviser Representative
Kyle Paul Boni
Investment Adviser Representative
Thomas A Burke
Investment Adviser Representative
Keith R. Egbert
Investment Adviser Representative
Jesse Oak George
Investment Adviser Representative
Joshua Hipwell
Investment Adviser Representative
Thomas Hogan
Investment Adviser Representative
Mark Crawford Jensen
Investment Adviser Representative
Madeline Grace Johnson
Investment Adviser Representative
Adrienne Marie Knapp
Investment Adviser Representative
Matthew Thomas Lawson
Investment Adviser Representative
Daniel Lovaglio
Investment Adviser Representative
John Gordon McCarthy
Investment Adviser Representative
Ryan Patrick McLaughlin
Investment Adviser Representative
Abigail P Rafferty
Investment Adviser Representative
Matthew Todd Salisbury
Investment Adviser Representative
Zachary Scala
Investment Adviser Representative
Amy Sue Seagroatt
Investment Adviser Representative
Regulatory & compliance
CRD number
#289905
SEC Number
801-111885
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
shadetreeadvisors.comPhone
518-290-9460Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SHADE TREE ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.