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SHADE TREE ADVISORS LLC

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Company Details

Name: SHADE TREE ADVISORS LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 01 Aug 2017 (8 years ago)
Entity Number: 5179388
ZIP code: 12866
County: Saratoga
Place of Formation: New York
Address: 19 Railroad Place, Suite 301, Saratoga Springs, NY, United States, 12866

DOS Process Agent

Name Role Address
SCOTT MORGANSTEIN DOS Process Agent 19 Railroad Place, Suite 301, Saratoga Springs, NY, United States, 12866

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001804785
Phone:
518-290-9460

Latest Filings

Form type:
13F-HR
File number:
028-24660
Filing date:
2025-01-29
File:

Form 5500 Series

Employer Identification Number (EIN):
822341785
Plan Year:
2023
Number Of Participants:
59
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
63
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
48
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
32
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
17
Sponsors Telephone Number:

History

Start date End date Type Value
2019-08-05 2023-08-01 Address 268 BROADWAY, SUITE 101, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)
2017-08-01 2019-08-05 Address 268 BROADWAY #101B, SARATOGA SPRINGS, NY, 12866, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230801005352 2023-08-01 BIENNIAL STATEMENT 2023-08-01
210810001429 2021-08-10 BIENNIAL STATEMENT 2021-08-10
190805060310 2019-08-05 BIENNIAL STATEMENT 2019-08-01
171109000379 2017-11-09 CERTIFICATE OF PUBLICATION 2017-11-09
170914000024 2017-09-14 CERTIFICATE OF AMENDMENT 2017-09-14

USAspending Awards / Financial Assistance

Date:
2020-04-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
367400.00
Total Face Value Of Loan:
367400.00

Trademarks Section

Serial Number:
87658834
Mark:
SHADE TREE ADVISORS
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2017-10-25
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
SHADE TREE ADVISORS

Goods And Services

For:
financial planning services, namely, bill payment services, financial advice for retirement, investment advice, investment management; philanthropic planning services, namely, financial planning in the field of charitable giving; financial planning services, namely, charitable planning in the nature...
First Use:
2017-11-02
International Classes:
036 - Primary Class
Class Status:
Active
For:
family office services, namely, bookkeeping, tax preparation services, tax planning services, and financial record keeping for wealthy families and their related entities
First Use:
2017-11-02
International Classes:
035 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
367400
Current Approval Amount:
367400
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
371114.82

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Date of last update: 24 Mar 2025

Sources: New York Secretary of State