SHADE TREE ADVISORS LLC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser (CRD 289905). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Jesse Oak George | MANAGING PARTNER; PRESIDENT | — |
| Amy Sue Seagroatt | MANAGING PARTNER | — |
| Adrienne Marie Knapp | MANAGING PARTNER | — |
| Bridget Horan | CHIEF COMPLIANCE OFFICER | Saratoga Springs, NY |
| Marna O Davis | MANAGING MEMBER | — |
| Timothy Charles Macherone | CHIEF OPERATING OFFICER | — |
| KNAPP AMY MARIE | MANAGING MEMBER; MANAGING PARTNER | — |
| GEORGE JESSE OAK | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (+3 more) | — |
| SEAGROATT AMY SUE | MANAGING MEMBER; MANAGING PARTNER | — |
| BONI KYLE PAUL | MEMBER | — |
| SALISBURY MATTHEW TODD | CHIEF COMPLIANCE OFFICER | — |
| HORAN BRIDGET | CHIEF COMPLIANCE OFFICER | — |
| MACHERONE TIMOTHY CHARLES | CHIEF OPERATING OFFICER | — |
| Davis Marna O | MANAGING MEMBER | — |
| Marna O. Davis | MANAGING MEMBER | — |