Willow Tree Credit Partners Lp
- Regulatory AUM
- $2.8B
- Discretionary
- $2.3B
- Clients
- 14
- Avg AUM / client
- $200M
- Accounts
- 19
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 14 | $2.3B | 81.9% |
| Other investment advisers | Fewer than 5 clients | $160M | 5.7% |
| Insurance companies | Fewer than 5 clients | $348M | 12.4% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Willow Tree Fund Ii, Lp | Hedge Fund | Delaware | $606M | 75 |
| Willow Tree Fund Ii (Offshore), Lp feeder | Hedge Fund | Cayman Islands | $329M | 11 |
| Willow Tree Fund I, Lp | Hedge Fund | Delaware | $291M | 40 |
| Willow Tree Fund I (Offshore), Lp feeder | Hedge Fund | Cayman Islands | $283M | 7 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lower, Timothy, Joseph | Chief Executive Officer | Feb 2017 (10y) | ≈ 0% – 5% via Willow Tree Credit Partners Gp, Llc | |
| Roche, James, Joseph | Chief Credit Officer | Feb 2017 (10y) | Less than 5% | |
| Klingensmith, Mark, Andrew | Chief Financial Officer | Jan 2020 (7y) | Less than 5% | |
| Lee, Justin, Chih Cheng | Chief Compliance Officer / Deputy General Counsel | Nov 2023 (3y) | Less than 5% | |
| Cho, Mark, Sun | General Counsel, Chief Operating Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tllow Holdings Llc | Limited Partner | Jan 2023 | A | 75% or more |
| Dsc Willow Tree Llc | Limited Partner | Apr 2017 | A | 10% – 25% |
| Willow Tree Credit Partners Gp, Llc | General Partner | Feb 2017 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lower, Timothy, Joseph: 75% – 100% of Willow Tree Credit Partners Gp, Llc × 0% – 5% direct ≈ 0% – 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 (4, $1.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Willow Tree Fund Ii, Lp | Hedge Fund | $606M | $1.0M | 75 |
| Willow Tree Fund Ii (Offshore), Lp | Hedge Fund | $329M | $1.0M | 11 |
| Willow Tree Fund I, Lp | Hedge Fund | $291M | $1.0M | 40 |
| Willow Tree Fund I (Offshore), Lp | Hedge Fund | $283M | $1.0M | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 4.23 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
- • Other fees
- • TO BE NEGOTIATED
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Umb Bank $160M (6% of AUM) Mar 2026
- U.S. Bank $160M (6% of AUM) Mar 2026
- Umb Bank N/A Mo $160M (6% of AUM) Mar 2026
- BNY Mellon $111M (5% of AUM) Feb 2026
- J.P. Morgan $80.4M (3% of AUM) Mar 2026
- State Street $73.8M (8% of AUM) Nov 2021
- Keybank National Association $56.3M (2% of AUM) Mar 2026
- Citibank $54.4M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗