Goldentree Asset Management Credit Advisor LLC

RIASEC RegisteredEst. 2017
Total AUM
$319M
Discretionary
$319M
100% of AUM
Avg account
$319M
Accounts
1
Employees
320
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
288841
Registered since
August 28, 2017
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Goldentree Asset Management Credit Advisor LLC is a limited liability company operating as an institutional registered investment adviser since 2017. The firm serves institutional clients and is structured to provide portfolio management for investment companies while also operating in CPO/CTA capacities. Its reported owner type is a domestic entity/individual and its business registrations classify it as an institutional RIA rather than a capital allocator or pension consultant. Fee arrangements include both fixed management fees and performance-based compensation. The adviser is not identified as an active ESG investor and does not present itself as a multi-state adviser. The firm is affiliated with roles beyond traditional advisory services: it is listed as an other investment adviser and as a sponsor, general partner, or managing member of pooled investment vehicles. That combination of activities indicates the firm manages both regulated investment-company mandates and pooled vehicles that can have separate reporting and fee arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Chad Earnst

    Chad Earnst

    Global Chief Client OfficerCRD 6397459

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$258M in ETFs

Passive

100%

$258M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$258M376,000100.00%

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
300 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth