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Willow Tree Capital Corp Advisors LLC

● SEC registered since 2023CRD 328528SEC# 801-128955New York, NY
Export (members)
Reg. AUM
$744.4M
Employees
21
Accounts
1
Location
New York, NY

Willow Tree Capital Corp Advisors LLC assets under management

Willow Tree Capital Corp Advisors LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2023. It reports $744.4 million in regulatory assets under management and employs 21 people.
www.linkedin.com/company/willow-tree-credit-partnersView on SEC.gov ↗

Willow Tree Capital Corp Advisors LLC owners & executives

14 reported
NameTitleOwnershipSince
James Joseph Roche ControlChief Credit OfficerUnder 5%2017
Justin Chih-Cheng Lee ControlGeneral Counsel And Chief Compliance OfficerUnder 5%2023
Mark Andrew Klingensmith ControlChief Financial OfficerUnder 5%2020
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Frequently asked questions

How much does Willow Tree Capital Corp Advisors LLC manage?

Willow Tree Capital Corp Advisors LLC reports $744.4 million in regulatory assets under management on its Form ADV.

How many employees does Willow Tree Capital Corp Advisors LLC have?

Willow Tree Capital Corp Advisors LLC reports 21 employees.

Where is Willow Tree Capital Corp Advisors LLC located?

Willow Tree Capital Corp Advisors LLC is based in New York, NY and has been SEC-registered since 2023.

Does Willow Tree Capital Corp Advisors LLC disclose fund performance?

Willow Tree Capital Corp Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address450 Park Avenue, 29th Floor, New York, NY 10022
Phone212-218-1090
Office hours8a.m. -6p.m.
SEC regionNew York Regional Office (NYRO)
CIK1944830
Discloses disciplinary historyNo

Assets under management

Discretionary$744.4M
Non-discretionary$0
Total (RAUM)$744.4M