Goldentree Asset Management LP

RIASEC RegisteredEst. 2001
Total AUM
$70.1B
Discretionary
$70.1B
100% of AUM
Avg account
$436M
Accounts
161
Employees
320
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
112753
Registered since
January 25, 2001
Custodians
BNY MELLON GLOBAL TRUST, J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles70.06%
  • Corporations / Businesses17.16%
  • State / Municipal Government7.13%
  • Pension & Profit Sharing Plans3.86%
  • Insurance Companies1.79%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Goldentree Asset Management LP is a limited partnership that operates primarily as a hedge fund and manager of securitized strategies, with roots going back to SEC registration in 2001. The firm serves institutional clients and runs pooled investment vehicles alongside bespoke portfolio management for businesses and institutions. Compensation combines a percentage of assets under management with performance-based fees. Operationally Goldentree also functions in commodity pool/CTA capacities and acts as sponsor, general partner or managing member for pooled vehicles. The firm identifies as an active ESG investor while maintaining a focus on credit and structured solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Investment Grade Corp Bonds 26%, Other 26%, Private Funds 20%, Non-Exchange Traded Equities 7%, Exchange Traded Equities 6%, Sovereign Bonds 6%, Cash & Cash Equivalents 6%, Derivatives 2%, Non-Investment Grade Corp Bonds 1%26%
  • Investment Grade Corp Bonds26%
  • Other26%
  • Private Funds20%
  • Non-Exchange Traded Equities7%
  • Exchange Traded Equities6%

Owners & executives

3 of 3
  • Chad Earnst

    Chad Earnst

    Global Chief Client OfficerCRD 6397459

  • Kathryn Sutherland

    Kathryn Sutherland

    PARTNER & CHIEF EXECUTIVE OFFICERCRD 3146357

  • Daniel Rosensweig

    Partner, Chief Operating OfficerCRD 7522330

Contacts

3 of 3
  • Steven Tananbaum

    Steven Tananbaum

    Founder & Managing PartnerCRD 1553994

  • Lee Kruter

    Lee Kruter

    PartnerCRD 2790712

  • Peter Alderman

    General CounselCRD 7815424

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

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