Goldentree Loan Management, LP (New York)
Goldentree Loan Management, LP is a large advisory firm based in New York. It manages $4.74 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Florida and New York.
Goldentree Loan Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Goldentree Loan Management: assets under management
The assets under management (AUM) of Goldentree Loan Management, LP is $4.74 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 897% since the beginning of its operation, and $4.74 billion of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Goldentree Loan Management, LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Goldentree Loan Management serves?
The only and largest group of clients of Goldentree Loan Management is pooled investment vehicles with 7 clients and $4.74 billion of assets under management. Among the 10 most similar advisory firms, Goldentree Loan Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.74 billion for 7 clients. 100% of the firm’s clients are foreign persons or businesses.
Goldentree Loan Management also advises several private funds. Namely, eight securitized asset funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.
Careers at Goldentree Loan Management, LP
The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in New York
The principal office where Goldentree Loan Management, LP performs its advisory services is located at 300 Park Avenue, 20 Th Floor, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Miami, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-847-3459 or by fax 212-847-3494. The normal business hours are 9:00am - 5:00pm on Monday - Friday.
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