Shade Tree Advisors LLC Employee Directory

Q: What is Shade Tree Advisors LLC known for?

Shade Tree Advisors LLC was founded in 2017. Shade Tree Advisors LLC operates in the Financial Services industry.

Q: How many employees does Shade Tree Advisors LLC have currently?

Shade Tree Advisors LLC has approximately 46 employees.

Financial ServicesNew York, United States11-50 Employees

Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.

Find Shade Tree Advisors LLC employees' phone numbers or email addresses

Shade Tree Advisors LLC Global Highlights

North America
54

United States Of America
54

Shade Tree Advisors LLC's Leadership

A. A. B.
Chief Investment Officer
Mobile Phone
Email
D. H.
Partner
Mobile Phone
Email
A. S.
Managing Partner
Mobile Phone
Email
A. K.
Managing Partner
Mobile Phone
Email
J. G.
Managing Partner
Mobile Phone
Email
M. S.
Partner
Mobile Phone
Email
B. H.
Director
Mobile Phone
Email
M. C.
Tax Director
Mobile Phone
Email

Contact profiles from Shade Tree Advisors LLC

Name

Title

Contact Info

Location

Last Update

A. A. B.
Chief Investment Officer
Mobile Phone
Email
United StatesNew York
Oct 23, 2025
D. H.
Partner
Mobile Phone
Email
United StatesTexas
Nov 13, 2025
A. S.
Managing Partner
Mobile Phone
Email
United StatesNew York
Mar 26, 2024
A. K.
Managing Partner
Mobile Phone
Email
United StatesNew York
Nov 19, 2025
J. G.
Managing Partner
Mobile Phone
Email
United StatesNew York
Sep 11, 2025
M. S.
Partner
Mobile Phone
Email
United StatesNew York
Sep 17, 2024
B. H.
Director
Mobile Phone
Email
United StatesGeorgia
Oct 17, 2025
M. C.
Tax Director
Mobile Phone
Email
United StatesNew York
Nov 18, 2025
P. S.
Tax Manager
Mobile Phone
Email
United StatesNew York
Oct 17, 2024
M. M.
Senior Financial Analyst
Mobile Phone
Email
United StatesNew York
May 27, 2025

Frequently Asked Questions

What is Shade Tree Advisors LLC known for?

Shade Tree Advisors LLC was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 268 Broadway, 101b. Explore Shade Tree Advisors LLC's company overview page for more information.

What is Shade Tree Advisors LLC's most common email format?

Shade Tree Advisors LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shade Tree Advisors LLC email formats with LeadIQ.

How many employees does Shade Tree Advisors LLC have currently?

Shade Tree Advisors LLC has approximately 46 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Shade Tree Advisors LLC's key employees and leadership?

As of December 2025, Shade Tree Advisors LLC's key employees include:

Chief Investment Officer: A. A. B.
Partner: D. H.
Managing Partner: A. S.
Managing Partner: A. K.
Managing Partner: J. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking