CRD: 289905
Shade Tree Advisors LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan · Wilmington Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-20-2017
- Office Locations
- 2
Office Locations
About Shade Tree Advisors LLC
Shade Tree Advisors is an independent multi-family office serving a select group of clients with complex financial situations. The firm combines tax and estate planning with wealth management and administrative support to streamline and safeguard client affairs, prioritizing discretion and responsiveness. Portfolios commonly use equity ETFs and public funds alongside U.S. government/agency and municipal bonds; custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JESSE OAK GEORGE
Managing Partner, President
- CRD
- #5407852
- Ownership
- Less than 5%
BRIDGET HORAN
Chief Compliance Officer
- CRD
- #5610505
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ANDREI A BELOV
Financial Advisor, General Partner
- CRD
- #6305769
KYLE PAUL BONI
President
- CRD
- #6110530
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,412,952,918 | $9,677,760 |
| Non-Discretionary | $41,199,113 | $6,866,519 |
| Total | $1,454,152,031 | $9,566,790 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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