Willow Tree Capital Corp Advisors LLC

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$587M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 328528
Registered since: October 25, 2023
Website: www.willowtreelp.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Business Development Companies88.93%
Pooled Investment Vehicles11.07%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Willow Tree Capital Corp Advisors LLC is organized as an LLC and operates as a hedge-fund manager targeting institutional clients. The firm registered with the SEC in 2023 and is owned by a combination of a domestic entity and an individual. Its business model combines traditional portfolio management for investment companies and pooled investment vehicles with sponsor/GP activity for pooled structures. Compensation includes both a percentage-of-AUM component and performance-based fees. Willow Tree does not identify as an active ESG investor and is reported as serving a single state rather than multiple states.