Willow Tree Credit Partners LP (New York)

Name: Willow Tree Credit Partners LP
Address: 640 Fifth Avenue, New York, NY, 10019
Telephone: 212-218-1090

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.

Willow Tree Credit Partners: assets under management

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.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Willow Tree Credit Partners LP

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Joseph Roche	Chief credit officer	1 Feb 2017	Other	6780235
Timothy Joseph Lower	Chief executive officer and limited partner	1 Feb 2017	75% - 100%	2702617
Llc Willow Tree Credit Partners Gp	General partner	1 Feb 2017	Other	81-5342696
Dsc Willow Tree Llc	Limited partner	1 Apr 2017	Other	82-1248857
Megan Bridget Gaul	Chief compliance officer/chief financial officer/chief operating officer	1 Mar 2018	Other	6915342

Based in New York

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.