Willow Tree Credit Partners LP is a mid-sized advisory firm based in New York. It manages $54.53 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017.
Willow Tree Credit Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Willow Tree Credit Partners LP is $54.53 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Willow Tree Credit Partners LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Willow Tree Credit Partners LP performs its advisory services is located at 640 Fifth Avenue, New York, NY 10019, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-218-1090. The normal business hours are 8am to 6pm on Monday - Friday. You can find more information about the New York firm at willowtreelp.com.