CORAL TREE MANAGEMENT, LP

RIASEC RegisteredEst. 2021
Total AUM
$560M
Discretionary
$560M
100% of AUM
Avg account
$140M
Accounts
4
Employees
9
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
313118
Registered since
May 3, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Coral Tree Management, LP is a limited partnership that operates as a private investment manager focused on private equity and venture capital strategies. The firm is SEC-registered (since 2021) and is structured to advise pooled investment vehicles rather than operate as a capital allocator to separate accounts. Its client base is institutional, and its fee arrangements include both asset-based fees and performance-linked compensation. The firm identifies as an active ESG investor and serves in sponsor/GP/managing member roles for the pooled vehicles it runs.

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

Contacts

3 of 3
  • WILLIAM WYNPERLE

    PartnerCRD 2382840

  • ALAN RESNIKOFF

    PartnerCRD 4017214

  • PAMELA RYAN

    Vice President of Finance, ControllerCRD 8180194

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

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11911 San Vicente Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth