SYCAMORE TREE CAPITAL PARTNERS, L.P.

RIASEC RegisteredEst. 2022
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$295M
Accounts
12
Employees
30
Advisory reps
6

Firm details

Headquarters
DALLAS, Texas
CRD number
311555
Registered since
April 8, 2022
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.28%
  • Other Investment Advisers0.72%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sycamore Tree Capital Partners, L.P. is a limited partnership that operates as an adviser and sponsor of pooled investment vehicles for institutional clients. Registered in 2022, the firm’s activity centers on managing pooled funds and providing portfolio management to businesses and institutions rather than retail advisory relationships. Its business model blends traditional management fees with performance-based fee arrangements, and the firm functions in sponsor/GP and managing-member roles for the vehicles it runs. Strategically, Sycamore Tree concentrates its allocations in securitized asset strategies, with private equity and hedge fund strategies occupying smaller but meaningful positions. It does not present itself as an ESG-driven investor, and it is not positioned as a multi-state adviser or a capital allocator in the sense of deploying balance-sheet capital outside its fund structures. The firm’s clients are institutional and the management emphasis is on pooled vehicles where Sycamore Tree plays an active governance and operational role.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 5
  • ALEXANDER GENDZIER

    General Counsel and Chief Compliance OfficerCRD 1954121

  • MARK OKADA

    Co-Founder and Chief Executive OfficerCRD 2477897

  • CHRISTOPHER WISE

    Chief Financial OfficerCRD 7338910

Unlock 2 more executives

Contacts

1 of 1
  • JOHN YANG

    Co-founder and PresidentCRD 1836254

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2101 Cedar Springs Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth