Sycamore Tree Capital Partners, L.P.

RIASEC Registered
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$295M
Accounts
12
Employees
30
Advisory reps
6

Firm details

Headquarters
Dallas, Texas
CRD number
311555
Registered since
April 8, 2022
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.28%
  • Other Investment Advisers0.72%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sycamore Tree Capital Partners, L.P. is a pooled-vehicle manager that registered with the SEC in 2022. The firm operates as a limited partnership and positions itself as a multi-strategy manager: its classifications include hedge fund, private equity fund, securitized asset fund and a multifaceted fund manager. Its primary client base is institutional investors, and its advisory activity focuses on portfolio management for pooled investment vehicles and for businesses or institutions. Compensation includes both a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 5
  • Mark Okada

    Mark Okada

    Co-Founder and Chief Executive OfficerCRD 2477897

  • Bradford Borud

    Bradford Borud

    Chief Operating OfficerCRD 5023546

  • Lee Parker

    Chief Investment OfficerCRD 3147084

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Contacts

1 of 1
  • John Yang

    John Yang

    Co-founder and PresidentCRD 1836254

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

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2101 Cedar Springs Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth