WILLOW TREE CAPITAL CORP ADVISORS LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$587M
Accounts
2
Employees
21
Advisory reps
4

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

FINTRX

Overview

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

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

Owners & executives

3 of 4
  • Justin Lee

    Chief Compliance Officer and Deputy General CounselCRD 7835543

  • MARK KLINGENSMITH

    Chief Financial OfficerCRD 7221537

  • James Roche

    Chief Credit OfficerCRD 6780235

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth