WILLOW TREE CREDIT PARTNERS LP
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
FINTRXOverview
Willow Tree Credit Partners LP is a credit-focused limited partnership formed in 2017 that manages a mix of pooled vehicles and bespoke institutional mandates. The firm operates as a multifaceted fund manager with primary activity in securitized assets, credit strategies and opportunistic hedge positions; it sponsors and acts as general partner for pooled investment vehicles while also providing portfolio management for businesses and institutions. Its client base is institutional, and its fee model blends a percentage of assets under management with performance-based fees, aligning compensation with returns. Investment activity centers on credit-oriented allocations and structured product exposure. The firm reports being an active ESG investor, which suggests ESG factors are integrated into credit selection, underwriting and manager due diligence. Willow Tree Credit Partners LP uses both internally managed strategies and external fund managers, positioning itself to pursue private credit, collateralized debt, private equity and private placement opportunities alongside more liquid securitized exposure.
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
Asset composition
- Other100%
Owners & executives
3 of 4Justin Lee
Chief Compliance Officer and Deputy General CounselCRD 7835543
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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