Coral Tree Management, LP

RIASEC Registered
Total AUM
$560M
Discretionary
$560M
100% of AUM
Avg account
$140M
Accounts
4
Employees
9
Advisory reps
3

Firm details

Headquarters
,
CRD number
313118
Registered since
May 3, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Coral Tree Management, LP is a limited partnership that registered with the SEC in 2021 and operates as a manager of pooled investment vehicles with a primary focus on private equity and venture capital strategies. The firm is classified as a multifaceted fund manager and serves institutional clients. It commonly takes sponsor/GP and managing-member roles in the vehicles it runs and reports being an active ESG investor. Its advisory work centers on portfolio management for pooled funds, and its fees combine a percentage-of-AUM component with performance-based compensation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • William Wynperle

    William Wynperle

    PartnerCRD 2382840

  • Alan Resnikoff

    Alan Resnikoff

    PartnerCRD 4017214

  • Pamela Ryan

    Vice President of Finance, ControllerCRD 8180194

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth