Mandate & appetite
- Preferred strategies
- Private EquityReal Estate
- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Shade Tree Advisors, based in Saratoga Springs, New York, is an independent multifamily office offering comprehensive wealth management, tax, and estate planning services. The firm focuses on buyout and real estate investments across the United States, serving a select clientele with tailored wealth strategies.
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