Willowridge Partners, Inc. is a large advisory firm based in New York. It manages $1.15 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Willowridge Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Willowridge Partners, Inc. is $1.15 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 106% since the beginning of its operation, and $18.24 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Willowridge Partners, Inc. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Jerrold Newman is pooled investment vehicles with 5 clients and $1.15 billion of assets under management. Among the 7 most similar advisory firms, Willowridge Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.15 billion for 5 clients. 20% of the firm’s clients are foreign persons or businesses.
Willowridge Partners also advises several private funds. Namely, five private equity funds. The minimum investment commitment required of non-related persons ranges from $2,000,000 to $3,000,000.
The company employs 11 people that are either part- or full-time employees. 64 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.
Jerrold Newman has been acting as President since 1 Oct 1992. Michael Peter Kenny joined the executive team most recently as the Controller/Chief Compliance Officer.
The principal office where Willowridge Partners, Inc. performs its advisory services is located at 122 East 42 Nd Street, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-369-4700 or by fax 212-369-5661. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at willowridge.com.