# Coral Tree Management, LP

> Coral Tree Management, LP is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 313118
- Filed as: CORAL TREE MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313118
- AdvisorCensus page: https://advisorcensus.com/firm/coral-tree-management-lp-los-angeles-ca-313118

## Quick answers

**How is Coral Tree Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Coral Tree Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Coral Tree Management, LP located?**
Coral Tree Management, LP's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Coral Tree Management, LP registered with the SEC or a state?**
Coral Tree Management, LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313118.

**How much does Coral Tree Management, LP manage?**
Coral Tree Management, LP reports $560,082,302 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**How have Coral Tree Management, LP's assets and staff changed since 2021?**
In the Form ADV data for Coral Tree Management, LP: Regulatory assets under management: $266,200,000 in the October 2021 data and $560,082,302 in the October 2026 data, up 110%. Total employees: 5 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Coral Tree Management, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Coral Tree Management, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313118

**What changed in Coral Tree Management, LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $560,082,302
- Discretionary: $560,082,302
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $560,082,302 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coraltreelp.com
- LinkedIn @coral-tree-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $266,200,000 | 5 | August 30, 2021 |
| October 2022 | $309,407,404 | 5 | May 20, 2022 |
| October 2023 | $466,901,879 | 7 | March 31, 2023 |
| October 2024 | $494,327,922 | 8 | March 19, 2024 |
| October 2025 | $509,640,382 | 8 | March 27, 2025 |
| October 2026 | $560,082,302 | 9 | September 1, 2026 |

Regulatory assets under management: $266,200,000 in the October 2021 data and $560,082,302 in the October 2026 data, up 110%.
Total employees: 5 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 6.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coral Tree Management, LP (CRD 313118): Form ADV filing data as of October 2026.