The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.
Reading the graph
Family Offices
Saratoga Springs, NY
Shade Tree Advisors has technical expertise in tax, estate planning & wealth management. We develop wealth strategies & manage complex financial situations.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Bridget Horan | Chief Compliance Officer | operations | senior | n/a | yes | fact |
| Jesse Oak George | President | leadership | principal | n/a | yes | fact |
| Bridget Horan | Chief Compliance Officer | operations | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Jesse Oak George (President).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan