WILLIS ASSET FINANCE MANAGEMENT LLC

Overview

Willis Asset Finance Management LLC is a private-equity-focused adviser that manages pooled investment vehicles on behalf of institutional clients. The firm operates as a limited liability company and is structured to act as sponsor and general partner, serving as managing member for the funds it runs. Its advisory mandate centers on portfolio management for pooled vehicles rather than direct capital allocation or discretionary retail wealth management. The firm charges a mix of percentage-of-AUM and performance-based fees (plus other fee components), and it is not positioned as an ESG investor. Willis Asset Finance Management LLC markets primarily to institutional investors and retains control roles consistent with GP responsibilities across its fund vehicles.

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Location & Offices