AUMdb

Nut Tree Capital Management, Lp

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 282219 · SEC file 801-107075 · New York, NY · WWW.NUTTREECAPITAL.COM
☆ Save with Pro ADV data as of Mar 04, 2026
Regulatory AUM
$5.1B
Discretionary
$5.1B
Clients
9
Avg AUM / client
$569M
Accounts
9
Employees
13

AUM over time

$121M $5.7B
Dec 2015 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 04, 2026

Investments (13F portfolio — 4 positions, $245,271,380)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Grupo Aeromexico Sab De Cv SPONSORED ADS $89,563,422 6,392,821 36.5% 1.75%
2 Aveanna Healthcare Hldgs Inc COM $83,221,860 12,922,649 33.9% 1.63%
3 Brightspire Capital Inc COM CL A $61,566,098 10,993,946 25.1% 1.2%
4 Vistance Networks Inc COM $10,920,000 600,000 4.45% 0.21%

Top 25 of 4 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 9 $5.1B 100.0%

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $3.9B combined gross assets

FundTypeDomicileGross assetsOwners
Nut Tree Master Fund, Lp master Hedge Fund Cayman Islands $3.5B 182
Nut Tree Drawdown Master Fund, Lp master Hedge Fund Cayman Islands $364M 66
Nut Tree Drawdown Master Fund Ii Lp master Hedge Fund Cayman Islands $53.1M 86

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Nussbaum, Jared, Rafael Managing Partner And Chief Investment Officer Jun 2015 (11y) ≈ 0% – 5% via Nut Tree Capital Management Gp, Llc
Dominguez, Benjamin, Nmn Director, Chief Compliance Officer And Chief Operating Officer Jul 2015 (11y) Less than 5%
Miller, Ellie, Nmn Trustee Dec 2016 (10y) GP / trustee / elected manager of Beneficial Trust I (indirect)
Iellimo, Biagio A Chief Financial Officer Jan 2020 (7y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Nut Tree Family Associates Ii Llc Special Partner Jul 2017 A 10% – 25%
Nut Tree Capital Management Gp, Llc General Partner Jun 2015 A Less than 5%
Beneficial Trust I Member Jun 2017 B ≈ 2.5% – 12.5% via Nut Tree Family Associates Ii Llc
Beneficial Trust Ii Member Jun 2017 B ≈ 2.5% – 12.5% via Nut Tree Family Associates Ii Llc
Beneficial Trust Iii Member Jun 2017 B ≈ 2.5% – 12.5% via Nut Tree Family Associates Ii Llc

Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Nussbaum, Jared, Rafael: 75% – 100% of Nut Tree Capital Management Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
  • Beneficial Trust I: 25% – 50% of Nut Tree Family Associates Ii Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
  • Beneficial Trust Ii: 25% – 50% of Nut Tree Family Associates Ii Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
  • Beneficial Trust Iii: 25% – 50% of Nut Tree Family Associates Ii Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (3, $3.9B gross assets)

FundTypeGross assetsMin. investmentOwners
Nut Tree Master Fund, Lp Hedge Fund $3.5B $5.0M 182
Nut Tree Drawdown Master Fund, Lp Hedge Fund $364M $5.0M 66
Nut Tree Drawdown Master Fund Ii Lp Hedge Fund $53.1M $5.0M 86

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/04/2026 1.72 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.

View current Form ADV (SEC/IAPD) ↗