WILLOWRIDGE PARTNERS, INC.

RIASEC RegisteredEst. 2012
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$279M
Accounts
9
Employees
18
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
157116
Registered since
March 29, 2012
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Willowridge Partners, Inc. operates as a private equity manager that advises pooled investment vehicles for institutional clients. The firm’s business model centers on sponsoring and managing private funds where it often serves as general partner or managing member and performs portfolio management for those pooled vehicles. Willowridge charges performance-based fees (alongside other fee arrangements) and focuses its capital and manager allocations on private-market strategies rather than public equity trading or retail advisory relationships. Investment activity is concentrated in private-market strategies with a primary emphasis on private equity. The firm also allocates to venture capital, private placements and real estate, and takes active roles in originating, structuring and managing those investments through its fund platforms. Willowridge is not positioned as an ESG-focused allocator and reports a client base made up of institutional investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

2 of 2
  • JERROLD NEWMAN

    PresidentCRD 5921354

  • CARLOS LEAL

    Managing DirectorCRD 4569301

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
122 E 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth