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WILLOW TREE CAPITAL CORP ADVISORS LLC

CRD 328528 · SEC 801-128955

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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450 PARK AVENUE, 29TH FLOOR, NEW YORK, NY, 10022, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.17B

Discretionary AUM

$1.17B

Team

21 total employees; 13 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Business development companies1$1.04B
Pooled investment vehicles1$129.8M

States served

IL, FL

All web addresses on file

Official SEC filing: View on IAPD