GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC

RIASEC RegisteredEst. 2017
Total AUM
$319M
Discretionary
$319M
100% of AUM
Avg account
$319M
Accounts
1
Employees
320
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
288841
Registered since
August 28, 2017
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Goldentree Asset Management Credit Advisor LLC is an SEC-registered limited liability company (registered in 2017) that serves institutional clients. Its stated business activities include acting as a commodity pool operator or commodity trading advisor (CPO/CTA) and providing portfolio management for investment companies. The firm’s ownership is listed as a domestic entity and individual, and it is classified as an unclassified adviser rather than a traditional capital allocator. Fee arrangements include both fixed fees and performance-based fees, which aligns with its role managing pooled vehicles or sponsored funds. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not report providing pension consulting or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CHAD EARNST

    Global Chief Client OfficerCRD 6397459

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$258M in ETFs

Passive

100%

$258M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$258M376,000100.00%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
300 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth