Goldentree Asset Management Credit Advisor LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 288841
- Registered since
- August 28, 2017
- Website
- www.goldentree.com
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Goldentree Asset Management Credit Advisor LLC is a limited liability company operating as an institutional registered investment adviser since 2017. The firm serves institutional clients and is structured to provide portfolio management for investment companies while also operating in CPO/CTA capacities. Its reported owner type is a domestic entity/individual and its business registrations classify it as an institutional RIA rather than a capital allocator or pension consultant. Fee arrangements include both fixed management fees and performance-based compensation. The adviser is not identified as an active ESG investor and does not present itself as a multi-state adviser. The firm is affiliated with roles beyond traditional advisory services: it is listed as an other investment adviser and as a sponsor, general partner, or managing member of pooled investment vehicles. That combination of activities indicates the firm manages both regulated investment-company mandates and pooled vehicles that can have separate reporting and fee arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Chad Earnst
Global Chief Client OfficerCRD 6397459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$258M in ETFs
100%
$258M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $258M | 376,000 | 100.00% |
Location
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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