Willow Tree Credit Partners LP

RIASEC RegisteredEst. 2017

Total AUM

$2.8B

Discretionary

$2.3B

82% of AUM

Avg account

$147M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 287810
Registered since: May 31, 2017
Website: www.willowtreelp.com
Custodians: U.S. BANK, N.A., UMB FINANCIAL SERVICES, INC., J.P. MORGAN SECURITIES INC., KEYBANK N.A, CITI PRIVATE BANK
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles81.86%
Insurance Companies12.44%
Other Investment Advisers5.7%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Willow Tree Credit Partners LP is a limited partnership that runs credit-focused pooled vehicles and institution-facing strategies. Registered with the SEC in 2017, the firm is described in filings as a multi-faceted manager with activity across hedge fund, private equity and securitized-asset strategies. Its client base is primarily institutional, and it serves both pooled investment vehicles and separate institutional mandates. Willow Tree also acts as a sponsor and general partner/manager of pooled vehicles. The firm charges a mix of asset-based and performance fees and identifies itself as an active ESG investor. Filings list the entity as a domestic owner type (both entity and individual), and the adviser is not presented as a multi-state or newly formed adviser.