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Kyle Paul Boni

Shade Tree Advisors LLC

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About Kyle Paul Boni

Kyle Paul Boni is an investment advisor representative with Shade Tree Advisors LLC. Kyle Boni has been in the industry since May 2012 and is registered to provide investment advice in New York and Texas. Kyle Boni specializes in wealth management, family office services, and asset allocation. Kyle Boni has experience with clients including high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth individuals. The firm's services include financial planning, selection of other advisors, and portfolio management for individuals and pooled investment vehicles.

Firm Information

Kyle Boni is currently registered with Shade Tree Advisors LLC. Shade Tree Advisors LLC is an investment advisor registered with the SEC and headquartered in Saratoga Springs, New York. The firm offers wealth management, family office, and asset allocation services for high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth. They manage over $794 million in regulatory assets under management.
Shade Tree Advisors LLC

19 RAILROAD PLACE

SARATOGA SPRINGS, NY 12866

$794.71M

Assets Under Management

59

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wealth management; family office; & asset allocation

Wealth management; family office; & asset allocation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kyle Boni’s Registration & Firm History

NY

01/30/2020 - Present

Shade Tree Advisors LLC (SARATOGA SPRINGS NY)

NY

11/28/2012 - 09/11/2017

MERCER ALLIED COMPANY, L.P. (SARATOGA SPRINGS NY)

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Licenses & Designations

BOTH

Issued 06/01/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Paul Boni.
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