Willow Wealth

Willow Wealth is a private equity manager in New York, NY. It is registered with the SEC as an investment adviser with $1.6B in regulatory assets and 105 staff.

Funds on file
0
Raised, all funds
None yet
Regulatory assets
$1.6B
Staff
105
Pension investors
None found

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$1.6B
Employees105
Clients216 individuals, 180 private funds, 11 wealthy individuals, 2 pension plans, 1 charity and 1 registered fund.
Control personsMichael, Jay Weisz.
Private funds96 private funds holding $698.1M in gross assets.

Private funds it reports

FundTypeGross assets
YS ST Notes Other $180.8M
YS ST Structured Notes Other $108.8M
YS GP Tpqf I Real estate $42.2M
YS Bwa LF Vii Private equity $21.7M
YS LF QPF I Private equity $21.6M
YS VC Tpqf I Private equity $20.8M
YS Dislo Tpqpf I Private equity $19.4M
YS Cre Tpqpf II Real estate $18.9M
YS PBC QPF II Private equity $15.7M
YS OP Tpqf II Private equity $15M
YS Cre Tpqpf I Real estate $14.2M
YS Dislo Tpqf II Private equity $13.5M
YS Clo Other $10.8M
YS LF CLF II Private equity $10.5M
YS CC LF I Private equity $9.4M