Capital Flow Monitor · Sponsors · CIK 1944831
Willow Tree Capital Corp
450 PARK AVENUE, NEW YORK, NY, 10022 · (212) 218-1099
Pooled Investment Fund / Other Investment Fund · Corporation· inc. MARYLAND true 2022
Fit score
—
Offering
—
Sold
$185.0M
% sold
—
Investors
39
Min investment
$0
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-12-31 | D/A ·current | 506(b) | — | $185.0M | — | 39 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
Timothy Lower — Executive Officer / Director, New York, NY
9 other raises
- Willow Tree Fund II-CV, LP $0 of —
- Willow Tree Fund II-CV (Offshore), LP $0 of —
- Willow Tree Fund II-CV (Offshore Transparent), LP $0 of —
- Willow Tree Fund III (Unlevered), LP $50.0M of —
- Willow Tree Fund III (Unlevered) (Offshore), LP $20.0M of —
- Willow Tree Evergreen Offshore Feeder, LP $35.0M of —
- Willow Tree Evergreen Fund, LP $91.0M of —
- Willow Tree Fund III (Unlevered) Rated Notes Feeder LLC $0 of —
- Willow Tree Evergreen Rated Notes Feeder LLC $0 of —
- James Roche — Director, New York, NY
-
Boris Onefater — Director, New York, NY
9 other raises
- Capstone Phi Kappa Fund Ltd. $210.4M of —
- Capstone Global (Offshore) Ltd. $2.18B of —
- Capstone Equity Replacement Fund (Cayman) Ltd. $283.7M of —
- Capstone Dispersion Fund (Cayman) Ltd. $481.5M of —
- Capstone Convex Portfolio Protection (Offshore) Ltd. $69.6M of —
- Capstone Alternative Risk Strategy (Offshore) Ltd. $0 of —
- Capstone Alternative Markets Trend Strategy (Offshore) Ltd. $13.8M of —
- Capstone Blue Fund Ltd. $66.0M of —
- Capstone Income Opportunities Feeder Fund Ltd. $975.7M of —
- Jane Siebels — Director, New York, NY
- Todd Centurino — Director, New York, NY
- Mark Klingensmith — Executive Officer, New York, NY
-
Justin Lee — Executive Officer, New York, NY
1 other raise
- Coastal Carolina Bancshares, Inc. $15.0M of $15.0M · 100.0%
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.