Goldentree Asset Management Credit Advisor LLC

RIASEC Registered
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 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

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

FINTRX

Contacts

FINTRX

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
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth