Willow Wealth

Overview

Willow Wealth is an SEC‑registered limited liability company that has been operating since 2016. It functions primarily as a fund manager across several strategies—most prominently real estate and private equity—and is classified as a multifaceted fund manager and provider of other pooled investment vehicles. The firm performs portfolio management for investment companies and pooled investment vehicles and is also noted as a CPO/CTA. Willow Wealth serves both individual/family and institutional clients and employs a fee model that combines a percentage of assets under management with performance‑based fees. The firm is not identified as an active ESG investor and is not designated as a multi‑state adviser. Its industry roles extend beyond advisory duties: filings indicate affiliations as a broker‑dealer/sponsor and as a general partner/managing member of pooled investment structures. Willow Wealth does not present itself as a capital allocator in the data provided.

Assets & Accounts

Investments & Alternatives

Location & Offices