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
Website
www.goldentree.com
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 focused on institutional clients and structured primarily as a hedge fund and securitized-asset fund manager. Registered with the SEC in 2001, the firm also operates as a CPO/CTA and provides portfolio management for pooled vehicles and for businesses and institutions. Ownership is reported as a mix of domestic entities and individuals. Its compensation model combines asset-based fees with performance-linked fees. The firm identifies as an active ESG investor and functions in multiple sponsor and manager roles for pooled funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Blackstone Asset Based Finance Advisors LP

RIA

New York, NY

AUM $70.4BTEAM 677REPS 5

Blackstone Real Estate Special Situations Advisors L.L.C.

RIA

New York, NY

AUM $69.8BTEAM 255REPS 6

Tiaa-Cref Tuition Financing, Inc.

RIA

New York, NY

AUM $70.5BTEAM 65REPS 5

Betterment

RIA

New York, NY

AUM $69.5BTEAM 794REPS 32

Carlyle Global Credit Investment Management L.L.C.

RIA

New York, NY

AUM $68.4BTEAM 382REPS 7

RBC Rochdale, LLC

RIA

New York, NY

AUM $73BTEAM 269REPS 127
More RIAs in New York →All New York RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth