RIA Intelligence

WILLOW TREE CAPITAL CORP ADVISORS LLC

CRD #328528 SEC #801-128955 NEW YORK, NY 212-218-1090
SEC Registered
Total AUM
$744.4M
Discretionary
$744.4M
Employees
21
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Cho, Mark, SunIGENERAL COUNSEL/CHIEF OPERATING OFFICERNA Control
Cho, Mark, SunIGENERAL COUNSEL/CHIEF OPERATING OFFICERNA Control
JENKINSON, ANDREW, JAMESICHIEF COMPLIANCE OFFICERNA Control
KLINGENSMITH, MARK, ANDREWICHIEF FINANCIAL OFFICERNA Control
KLINGENSMITH, MARK, ANDREWICHIEF FINANCIAL OFFICERNA Control
KLINGENSMITH, MARK, ANDREWICHIEF FINANCIAL OFFICERNA Control
KLINGENSMITH, MARK, ANDREWICHIEF FINANCIAL OFFICERNA Control
KLINGENSMITH, MARK, ANDREWICHIEF FINANCIAL OFFICERNA Control
KLINGENSMITH, MARK, ANDREWICHIEF FINANCIAL OFFICERNA Control
LOWER, TIMOTHY, JOSEPHICHIEF EXECUTIVE OFFICERNA Control
LOWER, TIMOTHY, JOSEPHICHIEF EXECUTIVE OFFICERNA Control
LOWER, TIMOTHY, JOSEPHICHIEF EXECUTIVE OFFICERNA Control
Lee, Justin, Chih-ChengICHIEF COMPLIANCE OFFICER / DEPUTY GENERAL COUNSELNA Control
Lee, Justin, Chih-ChengICHIEF COMPLIANCE OFFICER / DEPUTY GENERAL COUNSELNA Control
Lee, Justin, Chih-ChengICHIEF COMPLIANCE OFFICER / DEPUTY GENERAL COUNSELNA Control
Lee, Justin, Chih-ChengICHIEF COMPLIANCE OFFICER / DEPUTY GENERAL COUNSELNA Control
Lee, Justin, Chih-ChengIGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICERNA Control
Roche, James, JosephICHIEF CREDIT OFFICERNA Control
Roche, James, JosephICHIEF CREDIT OFFICERNA Control
Roche, James, JosephICHIEF CREDIT OFFICERNA Control
Roche, James, JosephICHIEF CREDIT OFFICERNA Control
Roche, James, JosephICHIEF CREDIT OFFICERNA Control
Roche, James, JosephICHIEF CREDIT OFFICERNA Control
LOWER, TIMOTHY, JOSEPHICHIEF EXECUTIVE OFFICERE Control
LOWER, TIMOTHY, JOSEPHICHIEF EXECUTIVE OFFICERE Control
LOWER, TIMOTHY, JOSEPHICHIEF EXECUTIVE OFFICERE Control
WILLOW TREE CAPITAL CORP ADVISORS SPLITTER LLCDEMANAGING MEMBERE Control
WILLOW TREE CAPITAL CORP ADVISORS SPLITTER LLCDEMANAGING MEMBERE Control
WILLOW TREE CREDIT PARTNERS LPDEMANAGING MEMBERE Control
WILLOW TREE CREDIT PARTNERS LPDEMANAGING MEMBERE Control
WILLOW TREE CREDIT PARTNERS LPDEMANAGING MEMBERE Control
WILLOW TREE CREDIT PARTNERS LPDEMANAGING MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WILLOW TREE CREDIT PARTNERS GP, LLCDEWILLOW TREE CREDIT PARTNERS LPF Control
WILLOW TREE TOPCO GP, LLCDEWILLOW TREE TOPCO GP (ONSHORE), LLCF Control
LOWER, TIMOTHY, JOSEPHIWILLOW TREE CREDIT PARTNERS LPE Control
LOWER, TIMOTHY, JOSEPHIWILLOW TREE CREDIT PARTNERS LPE Control
LOWER, TIMOTHY, JOSEPHIWILLOW TREE CREDIT PARTNERS LPE Control
LOWER, TIMOTHY, JOSEPHITLLOW HOLDINGS LLCE Control
LOWER, TIMOTHY, JOSEPHIWILLOW TREE CREDIT PARTNERS GP, LLCE Control
LOWER, TIMOTHY, JOSEPHIWILLOW TREE TOPCO GP, LLCE Control
LOWER, TIMOTHY, JOSEPHITLLOW HOLDINGS LLCE Control
TLLOW HOLDINGS LLCDEWILLOW TREE CREDIT PARTNERS LPE Control
TLLOW HOLDINGS LLCDEWILLOW TREE CREDIT PARTNERS LPE Control
WILLOW TREE CREDIT PARTNERS LPDEWILLOW TREE CAPITAL CORP ADVISORS SPLITTER LLCE Control
TLLOW HOLDINGS LLCDEWILLOW TREE TOPCO GP (ONSHORE), LLCC Control
WILLOW TREE TOPCO GP (ONSHORE), LLCDEWILLOW TREE CAPITAL CORP ADVISORS SPLITTER LLCC Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (3)

FL NY TX

Address

450 PARK AVENUE
29TH FLOOR
NEW YORK, NY 10022
United States
Phone: 212-218-1090