WILLOW WEALTH

RIASEC RegisteredEst. 2016

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$4M

Accounts

411

Employees

105

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 282487
Registered since: April 6, 2016
Website: www.willowwealth.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles90.21%
Investment Companies9.08%
Individuals0.62%
HNWI0.09%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Willow Wealth is a privately organized investment manager formed in 2016 and operating as a limited liability company. The firm functions as a multifaceted fund manager and sponsor, running and advising pooled vehicles that include private equity and real estate funds. Willow Wealth provides portfolio management for investment companies and pooled investment vehicles, and also operates in CPO/CTA capacities. Its client base spans high-net-worth individuals and families as well as institutional investors. Fees are charged as a percentage of assets under management with additional performance-based compensation on applicable strategies. Willow Wealth does not position itself as an ESG-focused investor.