WILLOWRIDGE PARTNERS, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 157116
- Registered since
- March 29, 2012
- Website
- willowridge.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Willowridge Partners, Inc. operates as a private equity manager that advises pooled investment vehicles for institutional clients. The firm’s business model centers on sponsoring and managing private funds where it often serves as general partner or managing member and performs portfolio management for those pooled vehicles. Willowridge charges performance-based fees (alongside other fee arrangements) and focuses its capital and manager allocations on private-market strategies rather than public equity trading or retail advisory relationships. Investment activity is concentrated in private-market strategies with a primary emphasis on private equity. The firm also allocates to venture capital, private placements and real estate, and takes active roles in originating, structuring and managing those investments through its fund platforms. Willowridge is not positioned as an ESG-focused allocator and reports a client base made up of institutional investors.
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
Contacts
2 of 2JERROLD NEWMAN
PresidentCRD 5921354
CARLOS LEAL
Managing DirectorCRD 4569301
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
- 122 E 42nd St
- Time zone
- ET (UTC-5)
- Office locations
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