Willow Tree Capital Corp Advisors LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 328528
- Registered since
- October 25, 2023
- Website
- www.willowtreelp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Business Development Companies88.93%
- Pooled Investment Vehicles11.07%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Willow Tree Capital Corp Advisors LLC is an SEC-registered hedge fund adviser organized as an LLC. The firm registered with the SEC in 2023 and serves an institutional client base. Ownership is shown as a mix of a domestic entity and individual ownership. Willow Tree provides portfolio management for investment companies and for pooled investment vehicles, and it acts in sponsor/GP roles for pooled vehicles. It charges both a percentage-of-assets fee and performance-based fees. The adviser is not identified as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4James Roche
Chief Credit OfficerCRD 6780235

Timothy Lower
Chief Executive Officer & Chief Investment OfficerCRD 2702617

Mark Klingensmith
Chief Financial OfficerCRD 7221537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 450 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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