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WILLOW TREE CAPITAL CORP ADVISORS LLC

NEW YORK, NY · CRD 328528 · IAPD ↗ · 212-218-1090

$1.17BRegulatory AUM
13Advisory reps
21Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — WILLOW TREE CAPITAL CORP ADVISORS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — WILLOW TREE CAPITAL CORP ADVISORS LLC now reports 1 private fund(s) ($129.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
April 2026 — WILLOW TREE CAPITAL CORP ADVISORS LLC crossed $1B in regulatory AUM ($744.4M -> $1.17B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
60
April 2025 — WILLOW TREE CAPITAL CORP ADVISORS LLC crossed $500M in regulatory AUM ($310.3M -> $744.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
April 2025 — WILLOW TREE CAPITAL CORP ADVISORS LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
March 2024 — WILLOW TREE CAPITAL CORP ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.