WILLOW TREE CAPITAL CORP ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 328528
- Registered since
- October 25, 2023
- 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
FINTRXOverview
Willow Tree Capital Corp Advisors LLC is an SEC-registered investment adviser organized as an LLC that operates as a hedge fund manager for institutional clients. The firm provides portfolio management for pooled investment vehicles and for investment companies, and it acts in sponsor/GP roles for at least some pooled vehicles. Its compensation blends a percentage-of-assets fee with performance-based fees, consistent with traditional hedge fund economics. Willow Tree does not present itself as a broad capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
3 of 4Justin Lee
Chief Compliance Officer and Deputy General CounselCRD 7835543
MARK KLINGENSMITH
Chief Financial OfficerCRD 7221537
James Roche
Chief Credit OfficerCRD 6780235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 450 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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