{ "crd_number": 287810, "slug": "willow-tree-credit-partners-lp-new-york-ny-287810", "primary_business_name": "WILLOW TREE CREDIT PARTNERS LP", "legal_name": "WILLOW TREE CREDIT PARTNERS LP", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2017-05-31", "years_registered": 9, "period": "2026-10-01", "filing_date": "2026-09-09", "carried_forward": false, "raum_total": 2800117139.0, "raum_discretionary": 2292215594.0, "raum_non_discretionary": 507901545.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 21, "advisory_employees": 13, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "insurance_companies": { "raum": 348220691.0, "count": null, "fewer_than_5": true }, "other_investment_advisers": { "raum": 159680854.0, "count": null, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 2292215594.0, "count": 14 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "IL" ], "websites": [ "https://linkedin.com/company/willow-tree-credit-partners", "https://willowtreelp.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287810", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/willow-tree-credit-partners-lp-new-york-ny-287810", "display_name": "Willow Tree Credit Partners LP", "summary": "Willow Tree Credit Partners LP is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.", "citation": "AdvisorCensus. Willow Tree Credit Partners LP (CRD 287810): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Willow Tree Credit Partners LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Willow Tree Credit Partners LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Willow Tree Credit Partners LP located?", "a": "Willow Tree Credit Partners LP's principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Willow Tree Credit Partners LP registered with the SEC or a state?", "a": "Willow Tree Credit Partners LP is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287810." }, { "q": "How much does Willow Tree Credit Partners LP manage?", "a": "Willow Tree Credit Partners LP reports $2,800,117,139 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (82% discretionary)." }, { "q": "How have Willow Tree Credit Partners LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Willow Tree Credit Partners LP: Regulatory assets under management: $868,260,655 in the October 2021 data and $2,800,117,139 in the October 2026 data, up 222%. Total employees: 10 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Willow Tree Credit Partners LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14)." }, { "q": "Which custodians does Willow Tree Credit Partners LP use?", "a": "Willow Tree Credit Partners LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citi Bank N.A., JP Morgan Chase Bank, Keybank N.A, U.S. Bank NA and UMB Bank, N.A. as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Willow Tree Credit Partners LP report any disciplinary disclosures?", "a": "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/287810" }, { "q": "What changed in Willow Tree Credit Partners LP's recent Form ADV filings?", "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 868260655.0, "total_employees": 10, "filing_date": "2021-06-08" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1862884429.0, "total_employees": 14, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2402375820.0, "total_employees": 16, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2315882054.0, "total_employees": 20, "filing_date": "2024-03-31" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2447196172.0, "total_employees": 21, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2800117139.0, "total_employees": 21, "filing_date": "2026-09-09" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 12 to 13.", "Regulatory assets under management went from $2,447,196,172 to $2,800,117,139 (+14%).", "Added an office in Chicago, IL." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Citi Bank N.A.", "name_as_filed": "CITI BANK N.A.", "affiliated": false }, { "name": "JP Morgan Chase Bank", "name_as_filed": "JP MORGAN CHASE BANK", "affiliated": false }, { "name": "Keybank N.A", "name_as_filed": "KEYBANK N.A", "affiliated": false }, { "name": "U.S. Bank NA", "name_as_filed": "U.S. BANK NA", "affiliated": false }, { "name": "UMB Bank, N.A.", "name_as_filed": "UMB BANK, N.A.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/willow-tree-credit-partners-lp-new-york-ny-287810.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 14, "fewer_than_5": false, "raum": 2292215594.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": null, "fewer_than_5": true, "raum": 159680854.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": null, "fewer_than_5": true, "raum": 348220691.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287810", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }