WILLOW TREE CREDIT PARTNERS LP

RIASEC RegisteredEst. 2017
Total AUM
$2.8B
Discretionary
$2.3B
82% of AUM
Avg account
$147M
Accounts
19
Employees
21
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
287810
Registered since
May 31, 2017
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • Justin Lee

    Chief Compliance Officer and Deputy General CounselCRD 7835543

  • TIMOTHY LOWER

    Chief Executive Officer & Chief Investment OfficerCRD 2702617

  • 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