WILLOW TREE CREDIT PARTNERS SBIC MANAGEMENT LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 333473
- Registered since
- October 4, 2024
Firm profile
FINTRXOverview
Willow Tree Credit Partners Sbic Management LP is organized as a limited partnership and is recorded as an SEC-registered adviser in 2024. The firm is listed as owned by a combination of a domestic entity and an individual and is classified in the dataset as unclassified. It is not marked as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. The firm’s activity profile indicates it operates in advisor and sponsor roles: it is identified as an other investment adviser and as a sponsor/GP or managing member of pooled investment vehicles, including sponsorship of limited partnerships. That affiliation set points to a business model centered on running pooled funds rather than providing broad retail advisory services.
Assets & Accounts
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
3 of 4TIMOTHY LOWER
Chief Executive Officer & Chief Investment OfficerCRD 2702617
MARK KLINGENSMITH
Chief Financial OfficerCRD 7221537
Justin Lee
Chief Compliance Officer and Deputy General CounselCRD 7835543
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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