| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Willow Tree CLO II LLC | Securitized Asset | $613M | — |
| Willow Tree CLO I LLC | Securitized Asset | $380.8M | — |
| Willow Tree Fund II, LP | Hedge | $344.9M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| James Joseph Roche Control | Chief Credit Officer | Under 5% | 2017 |
| Justin Chih-Cheng Lee Control | General Counsel And Chief Compliance Officer | Under 5% | 2023 |
| Mark Andrew Klingensmith Control | Chief Financial Officer | Under 5% | 2020 |
Willow Tree Credit Partners LP reports $2.4 billion in regulatory assets under management on its Form ADV.
Willow Tree Credit Partners LP manages 6 private funds with combined gross assets of $1.9 billion.
Willow Tree Credit Partners LP reports 21 employees.
Willow Tree Credit Partners LP is based in New York, NY and has been SEC-registered since 2017.
Willow Tree Credit Partners LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 450 Park Avenue, 29th Floor, New York, NY 10022 |
| Phone | 212-218-1090 |
| Office hours | 8a.m. To 6p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2000341 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $1.88B |
| Non-discretionary | $565.3M |
| Total (RAUM) | $2.45B |