Goldentree Asset Management Credit Advisor LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 288841
- Registered since
- August 28, 2017
- Website
- www.goldentree.com
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Goldentree Asset Management Credit Advisor LLC is an institutional registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2017) and identifies its client base as institutional. Its stated business activities include acting as a CPO/CTA and providing portfolio management services for investment companies; it also serves as sponsor, general partner, or managing member of pooled investment vehicles. Compensation includes both fixed fees and performance-based fees. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and is not listed as a capital allocator.
Assets & Accounts
Public Holdings
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
ETF holdings
1 of 1Active vs passive
$258M in ETFs
100%
$258M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $258M | 376,000 | 100.00% |
Location
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
- 767 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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