WILLOW TREE CREDIT PARTNERS SBIC MANAGEMENT LP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
333473
Registered since
October 4, 2024

Firm profile

FINTRX

Overview

Willow Tree Credit Partners Sbic Management LP is organized as a limited partnership and is recorded as an SEC-registered adviser in 2024. The firm is listed as owned by a combination of a domestic entity and an individual and is classified in the dataset as unclassified. It is not marked as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. The firm’s activity profile indicates it operates in advisor and sponsor roles: it is identified as an other investment adviser and as a sponsor/GP or managing member of pooled investment vehicles, including sponsorship of limited partnerships. That affiliation set points to a business model centered on running pooled funds rather than providing broad retail advisory services.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • TIMOTHY LOWER

    Chief Executive Officer & Chief Investment OfficerCRD 2702617

  • MARK KLINGENSMITH

    Chief Financial OfficerCRD 7221537

  • Justin Lee

    Chief Compliance Officer and Deputy General CounselCRD 7835543

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth