# SHADE TREE ADVISORS LLC

SHADE TREE ADVISORS LLC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 289905
- Type: SEC-registered investment adviser
- SEC file number: 801-111885
- Location: 19 RAILROAD PLACE, SUITE 301, SARATOGA SPRINGS, NY, 12866
- Phone: 518-290-9460
- Latest filing: 2026-03-30
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $41.2M
- Clients: 66
- Accounts: 152

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos, Other

## Officers, owners & control persons (15)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289905/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289905/similar
- Related entities: https://search.stillhousedata.com/firm/289905/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289905

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.