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WILLOW TREE CAPITAL CORP ADVISORS LLC

CRD 328528File 801-128955
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.17B
Above cohort median (national)
Discretionary AUM
$1.17B
Clients
2
2 accounts
Employees
21
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Oct 25, 2023
Principal office
450 PARK AVENUE, 29TH FLOOR, NEW YORK, NY, 10022
Phone
212-218-1090

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.17B
Discretionary AUM
$1.17B
Non-discretionary AUM
$0
Discretionary accounts
2
Non-discretionary accounts
0
Total accounts
2
AUM per client
$586.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles1$129.8M
Business development companies1$1.04B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.