Willow Tree Capital Corp Advisors LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$587M
Accounts
2
Employees
21
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
328528
Registered since
October 25, 2023
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • James Roche

    Chief Credit OfficerCRD 6780235

  • Timothy Lower

    Timothy Lower

    Chief Executive Officer & Chief Investment OfficerCRD 2702617

  • Mark Klingensmith

    Mark Klingensmith

    Chief Financial OfficerCRD 7221537

Unlock 1 more executives

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
450 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth